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 2019
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.8 | 9.0 | 4.6 | 2.2 | -0.3 | -1.9 |
| Benchmark | 10.8 | 8.8 | 5.5 | 4.6 | 4.4 | 5.0 |
| Global Stable | 10.3 | 6.9 | 3.7 | 1.8 | -0.5 | -2.5 |
| Benchmark | 9.9 | 7.5 | 4.7 | 3.4 | 3.8 | 5.3 |
| Botswana Only | 12.6 | 8.8 | 5.1 | 1.4 | 2.8 | 3.9 |
| Benchmark | 8.8 | 5.6 | 2.0 | -0.6 | -0.3 | 2.0 |