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 December 2022
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.3 | 9.4 | 5.5 | 8.8 | 9.2 | 5.5 |
Benchmark | 9.7 | 7.3 | 5.4 | 5.6 | 4.3 | -3.5 |
Global Stable | 9.6 | 7.3 | 4.6 | 7.5 | 8.3 | 2.9 |
Benchmark | 8.7 | 5.9 | 4.0 | 3.9 | 2.9 | -2.2 |
Domestic Equity | 6.7 | - | - | 9.3 | 13.5 | 12.3 |
Benchmark | 4.1 | - | - | 8.2 | 14.7 | 18.4 |