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 September 2023

Fund Since
Inception (%)		 10
Years (%)		 5
Years (%)		 3
Years (%)		 2
Years (%)		 1
Year (%)
Global Balanced 11.5 8.1 7.8 12.1 11.1 21.2
Benchmark 9.9 6.9 6.9 6.9 6.6 14.9
Global Stable 9.8 6.4 6.5 10.6 8.7 17.1
Benchmark 8.8 5.5 5.3 4.7 5.5 11.6
Domestic Equity 7.5 - 8.9 13.6 16.0 21.5
Benchmark 6.9 - 9.2 16.1 21.1 27.5
Domestic Balanced 8.2 - - - - 17.3
Benchmark 14.4 - - - - 16.8

 

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