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 2020
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.1 | 8.1 | 3.3 | 0.3 | -1.4 | -2.7 |
| Benchmark | 10.3 | 7.9 | 4.1 | 3.8 | 5.5 | 3.2 |
| Global Stable | 9.6 | 6.2 | 2.8 | 0.0 | -1.7 | -4.0 |
| Benchmark | 9.6 | 7.1 | 4.0 | 3.9 | 5.7 | 4.8 |
| Domestic Equity | -0.7 | - | - | - | -0.2 | -0.1 |
| Benchmark | -1.8 | - | - | - | -1.5 | 0.2 |