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 June 2022

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 11.1 9.3 4.8 7.6 8.1 2.9
Benchmark 9.7 7.5 4.9 5.4 3.8 -0.1
Global Stable 9.5 7.3 4.2 6.6 7.6 2.9
Benchmark 8.7 6.0 3.5 3.6 1.7 0.3
Domestic Equity 5.3 - - 7.0 11.3 13.0
Benchmark 2.0 - - 4.8 7.4 18.7

 

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