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 2021
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.6 | 10.3 | 5.1 | 5.7 | 9.8 | 14.1 |
| Benchmark | 10.4 | 9.0 | 5.9 | 7.1 | 8.1 | 7.5 |
| Global Stable | 10.0 | 7.9 | 4.6 | 5.0 | 9.0 | 14.4 |
| Benchmark | 9.2 | 7.2 | 4.1 | 5.1 | 5.2 | 3.3 |
| Domestic Equity | 3.1 | - | - | 4.5 | 4.8 | 8.9 |
| Benchmark | -0.1 | - | - | 2.0 | 3.1 | 6.7 |