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Welcome to Allan Gray Australia.
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Individual Investors
Discover the Allan Gray difference. Learn more about our Funds including performance and download offer documents.
Financial Advisers
The information contained in this section is for adviser and wholesale investor use only.
Retail Investors
The Allan Gray Australia Funds are available for investment by New Zealand retail clients.
To comply with New Zealand law, our website provides information only about Allan Gray Australia Funds. We do not provide advice to New Zealand retail clients.
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If you are looking for Allan Gray South Africa, please click here.
The website is primarily designed for Australian investors.
US persons are not generally permitted to invest in the Allan Gray Australia Funds. However, we will accept applications from US persons who are genuine residents of Australia, New Zealand or South Africa.
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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.
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.
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.
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.
Orbis Global Equity Fund
Aims to outperform global stockmarkets over the long term with an actively managed portfolio of high conviction stocks.
Orbis Global Equity LE Fund
Mirrors the Orbis Global Equity Fund but excludes tobacco and companies involved in the production of controversial weapons.
Research & Ratings
Ratings by valued research companies are testament to our distinctive investment process.
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Keep up with investment news, opinions and insights from our team, and get access to our publications library.
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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.
