Allan Gray Umbrella Retirement Fund investment portfolios
Our carefully selected range includes two Allan Gray options , the Balanced and Stable Portfolios. The Allan Gray Balanced Portfolio provides steady, long-term capital growth. It is designed to suit most investors saving for their retirement in the Allan Gray Umbrella Retirement Fund. We also offer a selection of portfolios from the best investment managers in South Africa.
INVESTMENT PORTFOLIOS AVAILABLE FOR THE ALLAN GRAY UMBRELLA RETIREMENT FUND
Allan Gray
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Allan Gray Balanced Portfolio
Allan Gray Stable Portfolio
Allan Gray Multi-Manager Moderate Portfolio
Allan Gray Multi-Manager Cautious Portfolio
Allan Gray Money Market Fund (Class U)
27four Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27four Shari'ah Wealth Builder Fund
Camissa Asset Management
Coronation Fund Managers
Foord Asset Management
M&G Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
M&G Balanced Fund (Pension)
Nedgroup Investments
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Nedgroup Investments Core Accelerated Fund (Class B2)
Nedgroup Investments Core Diversified Fund (Class B2)
Nedgroup Investments Core Guarded Fund (Class B2)
Ninety One Fund Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Ninety One Opportunity Fund (Class E)