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 June 2019

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 11.9 9.4 4.9 2.2 0.9 -3.7
Benchmark 10.7 9.4 5.5 3.3 4.4 4.2
Global Stable 10.3 7.1 4.1 1.5 0.7 -4.2
Benchmark 9.9 8.1 4.7 2.1 3.5 3.6
Botswana Only 12.7 9.4 5.9 1.6 3 2.4
Benchmark 8.9 6.5 2.6 -0.7 -0.7 -0.7

 

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