Australian & global equities funds for advisers - Allan Gray

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Boring is beautiful – Orora

As contrarian investors, you will often find us investing in companies that others might perceive …

Simon talks to Ausbiz about Lendlease and importance of being an active shareholder

You may have seen media engagement by a number of shareholders including Allan Gray. On …

End of year Fund distributions 2024

With the end of the financial year fast approaching, there are a few important things to note about our Funds and distributions

Our Funds

Our highly focused investment approach lets you take advantage of our time-tested contrarian philosophy on an Australian and Global scale.

Allan Gray Australia and Orbis Investments are privately-owned, sister companies. Both were founded by Dr Allan Gray and share the same long-term, contrarian investment philosophy. We are pleased to be able to bring to the retail financial advice industry the Orbis Global Funds together with the Allan Gray Australia Funds.

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Allan Gray Australia Equity Fund

The Fund seeks to outperform the S&P/ASX 300 Accumulation Index over the long term by investing in select Australian shares using our contrarian investment approach.

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Allan Gray Australia Balanced Fund

Seeks to provide long-term returns that are higher than its custom benchmark with the aim of balancing capital growth, income generation and risk of loss using a diversified portfolio.

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Allan Gray Australia Stable Fund

Aims to provide a long-term return that exceeds the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.

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Orbis Global Equity Fund

Aims to outperform global stockmarkets over the long term with an actively managed portfolio of high conviction stocks.

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Orbis Global Equity LE Fund

Mirrors the Orbis Global Equity Fund but excludes tobacco and companies involved in the production of controversial weapons.

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Orbis Emerging Markets Equity Fund

Aims to outperform the average of the equity marktes of the world's emerging market countries with a highly concentrated portfolio of value-orientated stocks, without greater risk of loss.

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All the forms you need in one place, including PDSs, TMDs and forms needed for transacting.

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Set up a meeting now

As your investment partner, we’re focused on helping you help your clients every step of the way.

If you have any questions or you’d like to chat to us in person about how our contrarian approach can boost your business, please call one of our Relationship Managers.

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