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 March 2019

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 12.2 10.2 5.9 3.1 1.9 -0.1
Benchmark 10.9 9.6 6.0 3.3 4.2 8.0
Global Stable 10.6 7.6 4.7 2.4 2.1 0.6
Benchmark 10.0 8.0 5.1 2.3 3.4 6.6
Botswana Only 12.9 9.4 6.2 2.0 2.4 2.3
Benchmark 9.1 6.6 3.1 -0.3 0.1 -0.2

 

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