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 March 2023
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.4 | 8.8 | 6.9 | 12.9 | 8.9 | 12.0 |
Benchmark | 10.0 | 7.1 | 7.2 | 8.4 | 6.8 | 7.0 |
Global Stable | 9.7 | 6.9 | 5.8 | 11.2 | 7.9 | 10.1 |
Benchmark | 8.8 | 5.7 | 5.4 | 5.4 | 5.5 | 6.3 |
Domestic Equity | 6.3 | - | 6.8 | 11.7 | 12.6 | 6.3 |
Benchmark | 4.6 | - | 4.9 | 9.4 | 19.6 | 18.1 |