The dynamic duo – video
How we’re navigating markets and powering returns The Allan Gray Australia Balanced Fund continues to …
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.
Join us for our 2024 Investment Forum
Registrations are now open for the annual 2024 Allan Gray & Orbis Investment Forum, which we will hold in 11 locations across the nation in May.
“Advisers are requesting more time face to face with us, as well as the chance to network with their peers. We’re excited to facilitate the opportunity and can’t wait to start our national road trip. We’re also looking forward to helping our wider group celebrate 50 years of outperformance with contrarian investing”.
LJ Collyer, Head of Adviser Distribution.
In a recent survey by Wealth Insights, advisers rated the Allan Gray & Orbis Investment Forum as the fund manager event in which they had the ‘greatest interest in re-attending’. Our Forum also rated second for being the ‘most beneficial/informative’ event. As diaries get particularly busy in May, we wanted to make sure you didn’t miss the opportunity to register for our Forum now.
Get in on the action – secure your seat for next year’s event now.
Seats are limited, so please don’t miss the opportunity to hear from our contrarian investment experts and discover where we’re finding opportunities in today’s local and global markets. As always, you will also have the opportunity to have your questions answered directly from our Portfolio Managers and Analysts. CPD points will be awarded.
For those who are unable to attend, we are also offering a hosting a livestreamed webinar from our Melbourne Forum. You can register for the livestreamed webinar here.
Don’t miss out on your seat, or your CPD points. Register your attendance today by contacting your local BDM.
When and where are the Forums?
| Date | Venue | Time | Speakers |
| Tuesday 30 April | Gold Coast – The Langham | 12 for 12.30pm | Justin Koonin, Shane Woldendorp |
| Thursday 2 May | Hobart – Crowne Plaza | 12 for 12.30pm | Justin Koonin, Shane Woldendorp |
| Tuesday 7 May |
Newcastle – Fort Scratchley Function Centre | 12 for 12.30pm | Justin Koonin, Shane Woldendorp |
| Wednesday 8 May | Castle Hill – Castle Hill Country Club | 12 for 12.30pm | Justin Koonin, Shane Woldendorp |
| Thursday 9 May |
Perth – The Ritz-Carlton | 12 for 12.30pm | Dr Suhas Nayak, Eric Marais |
| Tuesday 14 May | Canberra – The Boat House | 12 for 12.30pm | Dr Suhas Nayak, Shane Woldendorp |
| Wednesday 15 May | Geelong – GMHBA Stadium | 12 for 12.30pm | Dr Suhas Nayak, Eric Marais |
| Thursday 16 May | Adelaide – National Wine Centre of Australia | 12 for 12.30pm | Dr Suhas Nayak, Eric Marais |
| Tuesday 21 May | Brisbane – The Calile Hotel | 12 for 12.30pm | Simon Mawhinney, Eric Marais |
| Wednesday 22 May | Sydney – Ivy Ballroom | 12 for 12.30pm | Simon Mawhinney, Eric Marais |
| Thursday 23 May |
Melbourne – Park Hyatt | 12 for 12.30pm | Simon Mawhinney, Eric Marais |
If you have any questions, please contact your local business development manager, or our Client Services team on 1300 604 604 or clientservices@allangray.com.au.
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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.
