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 2022
Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
---|---|---|---|---|---|---|
Global Balanced | 11.4 | 9.6 | 5.3 | 7.7 | 13.3 | 5.9 |
Benchmark | 10.1 | 8.2 | 5.9 | 7.1 | 9.1 | 6.7 |
Global Stable | 9.7 | 7.6 | 4.6 | 6.2 | 11.8 | 5.6 |
Benchmark | 9.0 | 6.6 | 4.2 | 4.8 | 4.9 | 4.6 |
Domestic Equity | 6.3 | - | - | 9.4 | 14.5 | 19.2 |
Benchmark | 1.7 | - | - | 3.7 | 5.4 | 21.2 |