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 2022

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 11.3 9.4 5.5 8.8 9.2 5.5
Benchmark 9.7 7.3 5.4 5.6 4.3 -3.5
Global Stable 9.6 7.3 4.6 7.5 8.3 2.9
Benchmark 8.7 5.9 4.0 3.9 2.9 -2.2
Domestic Equity 6.7 - - 9.3 13.5 12.3
Benchmark 4.1 - - 8.2 14.7 18.4

 

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