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 2019
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.8 | 9.2 | 5.3 | 2.6 | 0.7 | 6.5 |
| Benchmark | 10.6 | 8.4 | 5.3 | 5.1 | 5.1 | 10.9 |
| Global Stable | 10.2 | 7.1 | 4.5 | 1.9 | 0.3 | 3.7 |
| Benchmark | 9.7 | 7.3 | 4.5 | 3.9 | 4.2 | 7.9 |
| Botswana Only | 12.6 | 8.8 | 4.9 | 2.3 | 4.1 | 7.1 |
| Benchmark | 8.7 | 5.3 | 2.0 | 0.3 | 0.0 | 2.1 |