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Allan Gray Tax-free Balanced Fund A (0P00017FQ8)

Johannesburg

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16.763 -0.120 -0.70%

13/11 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Allan Gray Unit Trust Mgmt

ISIN: ZAE000214425

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.32B

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Allan Gray Tax-free Balanced Fund A Overview

Find basic information about the Allan Gray Tax-free Balanced Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00017FQ8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000214425)

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Technical Chart

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Rating

1-Year Change11.13%

Prev. Close16.882

Risk Rating

TTM Yield2.67%

ROE9.79%

IssuerAllan Gray Unit Trust Mgmt

TurnoverN/A

ROA2.74%

Inception DateFeb 01, 2016

Total Assets3.32B

Expenses1.47%

Min. Investment20,000

Market Cap225.56B

CategoryZAR/NAD Aggressive Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1075	1054	1127	1429	1708	-
Fund Return	7.49%	5.37%	12.74%	12.64%	11.3%	-
Place in category	409	371	200	45	75	-
% in Category	65	51	33	9	16	-

Top Equity Funds by Allan Gray Unit Trust Mgmt

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	197.46B	9.24	12.06	8.64
Allan Gray Balanced Fund A	197.46B	8.46	10.90	8.56
Allan Gray Balanced Fund X	197.46B	8.21	13.80	-
Allan Gray Stable Fund X	53.33B	7.42	11.84	-
Allan Gray Stable Fund C	53.33B	7.91	9.95	8.35

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	197.46B	9.24	12.06	8.64
Allan Gray Balanced Fund A	197.46B	8.46	10.90	8.56
Allan Gray Balanced Fund X	197.46B	8.21	13.80	-
Coronation Balanced Plus Fund P	120.26B	11.46	10.83	8.66
Coronation Balanced Plus Fund A	120.26B	10.58	8.72	8.08

Top Holdings

Name	ISIN	Weight %	Last	Change %
Orbis Sicav Global Bal Inv Ref Rev Fee	LU2122430866	11.38	-	-
Allan Gray Frontier Markets Equity Fund Class B	-	4.43	-	-
British American Tobacco	GB0002875804	3.85	2,778.0	+0.80%
Orbis Optimal Sa Usd	-	3.59	-	-
Anheuser Busch Inbev	BE0974293251	3.58	52.62	+0.23%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Allan Gray Tax-Fr.	16.763	-0.120	-0.70%