South African unit trusts

Allan Gray Equity Fund

The Equity Fund’s goal is to create long-term wealth for investors by investing in shares that offer the potential for higher returns over time. We aim to beat the average performance of similar unit trusts without taking any more risk. However, the unit trust’s returns are likely to fluctuate significantly over the short to medium term, making it suitable for investors with a very long time to invest.

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Allan Gray Balanced Fund

The goal of the Balanced Fund is to create steady, long-term wealth for investors by balancing income generation, capital growth and risk of loss using a mixed selection of assets. We aim to beat the average performance of similar unit trusts without taking any more risk.

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Allan Gray Stable Fund

The Stable Fund’s goal is to offer investment stability and preserve investor’s capital over any two-year period. The unit trust aims to deliver return above inflation over the long term and is measured against the daily interest rate supplied by FirstRand Bank Limited plus 2%.

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Allan Gray Optimal Fund

The Optimal Fund’s goal is to deliver long-term positive returns, better than the money market, regardless of stock market conditions. The unit trust’s performance is measured against the daily interest rate supplied by FirstRand Bank Limited.

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Allan Gray Bond Fund

The Bond Fund’s goal is to deliver above-inflation returns that beat the JSE All Bond Index, without taking on more risk.

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Allan Gray Money Market Fund

The Money Market Fund’s goal is to maintain the value of your investment, allowing you to access your money whenever you need it, while generating a sound level of income. We target returns higher than a bank deposit, and performance is measured against the Alexander Forbes Short-Term Fixed Interest (STeFI) Composite Index.

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