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 Allan Gray and Orbis funds)
Composite and benchmark performance (BWP) at 30 June 2024
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.7 | 8 | 11.2 | 12.1 | 17 | 16.3 |
Benchmark | 10.3 | 7.3 | 9.3 | 10 | 15.4 | 15 |
Global Stable | 9.9 | 6.6 | 9.1 | 9.5 | 13 | 12.2 |
Benchmark | 9.1 | 5.8 | 7 | 8 | 12.2 | 12.2 |
Domestic Equity | 9.1 | - | 11.3 | 16.4 | 18.1 | 23.2 |
Benchmark | 8.5 | - | 12.2 | 22.5 | 24.4 | 26.8 |
Domestic Balanced * | 11.7 | 7.3 | 8.5 | 12.8 | 16.5 | 22.5 |
Benchmark | 8.8 | 5.4 | 8.2 | 14.1 | 15.7 | 17.8 |
Domestic Fixed Interest ** | 6.7 | 4.9 | 5.4 | 6.5 | 7.7 | 10.2 |
Benchmark | - | - | - | - | - | - |
*The Domestic Balanced Composite terminated in July 2017 and the Global Balanced Composite returns were used as estimates from 1 July 2017. The Domestic Balanced Composite was reinstated in April 2022 and the Domestic Balanced Composite returns have been used since reinstatement.
**The Domestic Fixed Interest carve out returns of the Domestic Balanced Composite.