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 2018
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 12.9 | 10.4 | 8.3 | 6.5 | 4.3 | 1.2 |
| Benchmark | 11.1 | 8.1 | 7 | 4.4 | 4.3 | 3.7 |
| Global Stable | 11.3 | 8.3 | 6.4 | 5.7 | 4 | 1.5 |
| Benchmark | 10.2 | 7.2 | 5.8 | 3 | 2.5 | 2.3 |
| Domestic Balanced | 13.3 | 8.9 | 7.9 | 2.8 | 0.2 | 1.7 |
| Benchmark | 9.3 | 5.3 | 3.5 | -1.2 | -1.8 | -2.6 |