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 2023
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.70 | 8.00 | 10.20 | 12.20 | 11.90 | 18.60 |
Benchmark | 10.20 | 7.00 | 9.10 | 8.80 | 6.90 | 18.50 |
Global Stable | 9.90 | 6.60 | 8.40 | 10.90 | 9.40 | 16.30 |
Benchmark | 9.00 | 5.70 | 6.80 | 6.70 | 6.00 | 14.90 |
Domestic Equity | 8.10 | - | 10.40 | 14.20 | 13.90 | 15.50 |
Benchmark | 9.10 | - | 9.90 | 18.20 | 21.90 | 25.50 |
Domestic Balanced | 10.70 | 13.80 | ||||
Benchmark | 14.30 | 16.30 |