Articles tagged as "Allan Gray Stable Fund"
How not to succumb to chasing the money
Many investors are still reeling from the COVID-19 rollercoaster ride and are grappling with how to position their portfolios when they value both capital...
Woolworths: Not so down under
Most of you will be more than familiar with the fashion, beauty, home and food offering of retailer Woolworths, affectionately referred to as Woolies, and on...
The Stable Fund at 20
With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...
Prospects look promising
Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...
Making sense of current market conditions
The current market volatility is understandably causing investors much stress. Allan Gray and Orbis examine the impact of coronavirus and offer clients some...
Valuations matter
Uncertainty abounds at present. Equity returns for the past few years have been underwhelming, political upheaval locally and internationally is causing wave...
Stable Fund: Are we meeting our objectives?
The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...
The year of payback
Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....
