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 30 September 2018

Fund Since
Inception (%)
10
Years (%)
5
Years (%)
3
Years (%)
2
Years (%)
1
Year (%)
Global Balanced 12.9 10.4 8.3 6.5 4.3 1.2
Benchmark 11.1 8.1 7 4.4 4.3 3.7
Global Stable 11.3 8.3 6.4 5.7 4 1.5
Benchmark 10.2 7.2 5.8 3 2.5 2.3
Domestic Balanced 13.3 8.9 7.9 2.8 0.2 1.7
Benchmark 9.3 5.3 3.5 -1.2 -1.8 -2.6

 

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