Institutional mandates
Allan Gray Botswana currently offers its clients four different mandates, all on a segregated basis:
- Global balanced, incorporating equities and fixed interest and investing in Botswana and offshore
- Global stable (low equity balanced mandate)
- Botswana only
- Foreign only (via the Orbis funds)
Portfolio and benchmark performance (BWP) at 31 March 2024
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.8 | 8.3 | 10.7 | 12.2 | 15.5 | 19.0 |
Benchmark | 10.3 | 7.4 | 9.0 | 10.1 | 11.9 | 17.0 |
Global Stable | 10.0 | 6.7 | 8.8 | 10.4 | 12.8 | 15.6 |
Benchmark | 9.1 | 5.9 | 6.7 | 8.0 | 9.7 | 13.2 |
Domestic Equity | 8.0 | - | 10.2 | 14.0 | 11.5 | 17.0 |
Benchmark | 7.6 | - | 10.3 | 21.1 | 21.0 | 24.1 |
Domestic Balanced | 10.8 | - | - | - | 10.8 | 17.4 |
Benchmark | 13.8 | - | - | - | 13.8 | 16.1 |