The dynamic duo – video
How we’re navigating markets and powering returns The Allan Gray Australia Balanced Fund continues to …
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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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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.
Allan Gray Live webinar – October 2023
If you missed our Allan Gray Live webinar that was live streamed on 19 October 2023, you can now watch the on-demand recording at your leisure.
During the webinar, our MD & CIO, Simon Mawhinney, interviewed Tony Dragicevich, the CEO and MD of Capral, Australia’s largest manufacturer and distributor of aluminium extrusion and rolled products. Simon shone the spotlight on Tony and asked the questions our viewers wanted answered about this contrarian investment our Funds hold.
After the interview Chris Hestelow, our Investment Specialist, reviewed the Allan Gray Funds’ recent performance and how the portfolios were positioned. In the final section, Chris held a question-and-answer session with Simon.
Allan Gray Live webinars are primarily aimed at Australian financial advisers.
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Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the responsible entity and issuer of units in the Allan Gray Australia Equity Fund ARSN 117 746 666, Allan Gray Australia Balanced Fund ARSN 615 145 974, and Allan Gray Australia Stable Fund ARSN 149 681 774 (Allan Gray Funds). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). Allan Gray Australia Pty Limited ABN 48 112 316 168, AFSL No. 298487 is the investment manager of the Allan Gray Funds. Neither Allan Gray Australia Pty Limited, Equity Trustees Limited nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This represents Allan Gray Australia Pty Limited’s views at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This insight is not an offer or recommendation, constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is.
You should consider the relevant Product Disclosure Statement (PDS) before acquiring, holding or disposing of units in an Allan Gray Fund. The PDSs, Target Market Determinations (TMDs) and Minimum Disclosure Documents for South African investors (MDDs) can be obtained from our Forms & Documents page. Each TMD sets out who an investment in the relevant Allan Gray or Orbis Funds might be appropriate for and the circumstances that trigger a review of the TMD.
Managed investment schemes are generally medium to long-term investments. They are traded at prevailing prices and the value of units may go down as well as up. There are risks with investing the Fund and there is no guarantee of repayment of capital or return on your investment. Subject to relevant disclosure documents, managed investments can engage in borrowing and securities lending. A schedule of fees and charges is available in the PDS.
