Invest in unit trusts from different investment managers
Our investment platform provides access to a focused range of unit trusts from Allan Gray and other investment managers, for those investors who wish to include manager diversification as part of their investment strategy.
Benefits of investing with different investment managers through Allan Gray
You get easy access and flexibility
You can make changes to your investment and access your money at any time. You can switch between different investment managers in your portfolio as your needs and objectives change. No transaction fees and no penalties.
You get simplified administration
You can invest in unit trusts offered by different investment managers but you get one point of contact, consolidated reporting and one online account.
You get value for money
You can benefit from transparent fee structures that offer value for money.
Choose a unit trust that suits your needs
We offer a focused range of unit trusts, suitable for different needs.
OUR ALLAN GRAY-ORBIS FUNDS ARE CURRENTLY AVAILABLE FOR BASIC UNIT TRUST INVESTMENTS
If we reach our foreign investment limit in future, we will need to close these unit trusts.
UNIT TRUSTS AVAILABLE ON OUR INVESTMENT PLATFORM
Allan Gray
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27four Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27four Shari'ah Balanced Fund of Funds (Class A4)
Fundsmith
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
BCI Fundsmith Equity Feeder Fund (Class A)
Catalyst Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Catalyst Sanlam Collective Investments Global Real Estate Feeder Fund (Class B)
Coronation Fund Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Coronation Balanced Defensive Fund (Class P)
Coronation Balanced Plus Fund (Class P)
Coronation Capital Plus Fund (Class P)
Coronation Global Capital Plus [ZAR] Feeder Fund (Class P)
Coronation Global Equity Select [ZAR] Feeder Fund (Class P)
Coronation Global Managed [ZAR] Feeder Fund (Class P)
Coronation Global Strategic USD Income [ZAR] Feeder Fund (Class P)
Coronation Market Plus Fund (Class TFI P)
Coronation Strategic Income Fund (Class P)
Foord Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Foord Balanced Fund (Class B4)
For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
Foord Equity Fund (Class B4)
For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
Foord Flexible Fund of Funds (Class B4)
For more information on the fees applicable to the B4 fund classes (only available in the Allan Gray Tax-Free Investment), please refer to the Tax-Free Investment unit trust list. Class A fund factsheets are provided as Foord does not produce Class B4 fund factsheets.
Kagiso Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Kagiso Balanced Fund (Class B)
Kagiso Islamic Balanced Fund (Class B)
Kagiso Islamic Equity Fund (Class B)
Kagiso Stable Fund (Class B)
M&G Investment Managers
Effective 15 November 2021, Prudential Investment Managers (South Africa) (Pty) Ltd has changed its name to M&G Investment Managers (Pty) Ltd.
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
M&G Balanced Fund (Class B)
Effective 15 November 2021, Prudential Investment Managers (South Africa) (Pty) Ltd has changed its name to M&G Investment Managers (Pty) Ltd. The Prudential Balanced Fund (Class B) has been renamed to the M&G Balanced Fund (Class B).
M&G Dividend Maximiser Fund (Class F)
Effective 15 November 2021, Prudential Investment Managers (South Africa) (Pty) Ltd has changed its name to M&G Investment Managers (Pty) Ltd. The Prudential Dividend Maximiser Fund (Class F) has been renamed to the M&G Dividend Maximiser Fund (Class F).
M&G Equity Fund (Class F)
Effective 15 November 2021, Prudential Investment Managers (South Africa) (Pty) Ltd has changed its name to M&G Investment Managers (Pty) Ltd. The Prudential Equity Fund (Class F) has been renamed to the M&G Equity Fund (Class F).
M&G Inflation Plus Fund (Class B)
Effective 15 November 2021, Prudential Investment Managers (South Africa) (Pty) Ltd has changed its name to M&G Investment Managers (Pty) Ltd. The Prudential Inflation Plus Fund (Class B) has been renamed to the M&G Inflation Plus Fund (Class B).
Marriott Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Marriott Dividend Growth Fund (Class R)
This factsheet is distributed quarterly.
Mazi Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Mazi Asset Management Prime Equity Fund (Class B2)
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 Global Feeder Fund (Class A)
Nedgroup Investments Core Guarded Fund (Class B2)
Nedgroup Investments Flexible Income Fund (Class B1)
Nedgroup Investments Global Cautious Feeder Fund (Class B2)
Nedgroup Investments Global Equity Feeder Fund (Class B2)
Nedgroup Investments Global Flexible Feeder Fund (Class B2)
Nedgroup Investments Opportunity Fund (Class B2)
Nedgroup Investments Stable Fund (Class A2)
Ninety One Fund Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Ninety One Cautious Managed Fund (Class H)
Ninety One Diversified Income Fund (Class H)
Ninety One Equity Fund (Class E)
Ninety One Global Franchise Feeder Fund (Class H)
Ninety One Managed Fund (Class E)
Ninety One Opportunity Fund (Class E)
Old Mutual Unit Trust Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Old Mutual Global Equity Fund (Class B1)
Perpetua Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Perpetua SCI Equity Fund (Class A)
Prescient
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Prescient Income Provider Fund (Class A2)
PSG Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
PSG Balanced Fund (Class E)
Rezco Collective Investments
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Rezco Value Trend Fund (Class T)
Satrix Managers
Sesfikile Capital
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Sesfikile BCI Property Fund (Class B2)