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157.593
+0.440
+0.28%
00:00:00 - Closed. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Allan Gray Unit Trust Mgmt
ISIN:
ZAE000025029
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 198.88B
Allan Gray Balanced Fund A
157.593
+0.440
+0.28%
- Overview
- Profile
- Historical Data
- Holdings
Allan Gray Balanced Fund A Overview
On this page you'll find an in-depth profile of Allan Gray Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000IR01 among other information.
Investment Strategy
The Fund's investment strategy is to earn a higher rate of return than the market value-weighted average of the domestic prudential unit trust sector excluding the Allan Gray Balanced Fund without assuming any greater monetary risk.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tim Acker | - | 2020 | Now |
| Rory Kutisker Jacobson | - | 2020 | Now |
| Jacques Plaut | - | 2015 | Now |
| Duncan Artus | Portfolio Manager | 2006 | Now |
| Biography | Duncan joined Allan Gray in 2001 as an equity analyst after completing his honours in Business Science and a postgraduate diploma in accounting at UCT. Duncan has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. Duncan holds both the CFA and CMT charters. | ||
| Ruan Stander | Quantitative Analyst | 2015 | 2020 |
| Biography | Johannes Rudolph Strander, known as Ruan Strander professionally, graduated from the University of Pretoria with a BSc (Hons) in Actuarial Mathematics, and is a certified Financial Risk Manager (GARP). | ||
| Andrew Lapping | Portfolio Manager | 2008 | 2020 |
| Biography | Andrew completed his B Sc (Eng) and B Com at UCT. He joined Allan Gray in February 2001 as a fixed interest trader and moved to the research team as an equity analyst in February 2003. He was appointed as fixed interest portfolio manager in June 2006 and he is a fund manager for the Allan Gray Bond and Money Market funds. In February 2008 he took on the additional responsibility of managing a portion of client equity and balanced portfolios. | ||
| Simon Raubenheimer | Equity Portfolio Manager | 2008 | 2018 |
| Biography | Simon joined Allan Gray Limited in February 2002 as a trainee equity analyst. He completed a B Com (Econometrics) degree at UP and a B Com Honours (Finance) degree at UCT in 2001 and is a CFA charter holder. He was promoted to the position of senior analyst in 2007 and in July 2008 was appointed as an equity portfolio manager. | ||
| Ian Liddle | Director | 2006 | 2015 |
| Biography | Ian graduated from UCT and joined Allan Gray in 2001 as an equity analyst after several years as a management consultant. Ian has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. In February 2008 he was appointed as chief investment officer, with overall responsibility for the investment team and portfolio management. He is a director of Allan Gray Limited. | ||
| Delphine Govender | CIO (Chief Investment Officer) | 2006 | 2012 |
| Biography | Delphine is founder and chief investment officer at Perpetua Investment Managers, which commenced operating in 2012. She has 19 years financial services working experience of which 16 years has been in the investment management field. The majority of this was gained at Allan Gray Limited, where Delphine was employed for almost 11 years and held the position of portfolio manager and executive director. She has been in a direct money management role for more than 10 years. Delphine is supported by an investment team of five professionals at Perpetua. | ||
| Arjen Lugtenburg | - | 2001 | 2006 |
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