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 2018

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 12.2 9.4 5.9 2.4 0.8 -4.7
Benchmark 10.6 8.3 5.1 1.2 2.4 -0.1
Global Stable 10.7 7.1 4.8 2 1 -3
Benchmark 9.9 7.2 4.6 1 2.1 0.9
Botswana Only 13 9.4 7 2.2 -0.1 1.2
Benchmark 9.2 6.3 3 -1.1 -0.6 -2.1

 

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