Allan Gray Balanced Fund A (0P0000IR01)

121.633 +0.660 (+0.55%)
Closed ZAR Disclaimer
151.05B

Allan Gray Balanced Fund A Profile

Total Assets
151.05B
Expenses
1.6%
Inception Date
Oct 01, 1999
ZAR/NAD Aggressive Allocation funds have a mandate to balance equity, bond, cash and property investments for a ZAR/NAD-based investor. The equity component will usually exceed 65% in the normal running of the fund.
Contact Information
Address
V&A Waterfront Cape Town, 8002, South Africa
Phone
0860 000 654
Fax
-
Top Executives
Name
Title
Since
Until
Biography
Ruan Quantitative Analyst 2015 - Johannes Rudolph Strander, known as Ruan Strander professionally, graduated from the University of Pretoria with a BSc (Hons) in Actuarial Mathematics, and is a certified Financial Risk Manager (GARP).
Jacques 2015 -
Simon Equity Portfolio Manager 2008 - Simon joined Allan Gray Limited in February 2002 as a trainee equity analyst. He completed a B Com (Econometrics) degree at UP and a B Com Honours (Finance) degree at UCT in 2001 and is a CFA charter holder. He was promoted to the position of senior analyst in 2007 and in July 2008 was appointed as an equity portfolio manager.
Andrew Portfolio Manager 2008 - Andrew completed his B Sc (Eng) and B Com at UCT. He joined Allan Gray in February 2001 as a fixed interest trader and moved to the research team as an equity analyst in February 2003. He was appointed as fixed interest portfolio manager in June 2006 and he is a fund manager for the Allan Gray Bond and Money Market funds. In February 2008 he took on the additional responsibility of managing a portion of client equity and balanced portfolios.
Duncan Portfolio Manager 2006 - Duncan joined Allan Gray in 2001 as an equity analyst after completing his honours in Business Science and a postgraduate diploma in accounting at UCT. Duncan has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. Duncan holds both the CFA and CMT charters.
Ian Director 2006 2015 Ian graduated from UCT and joined Allan Gray in 2001 as an equity analyst after several years as a management consultant. Ian has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. In February 2008 he was appointed as chief investment officer, with overall responsibility for the investment team and portfolio management. He is a director of Allan Gray Limited.
Delphine CIO (Chief Investment Officer) 2006 2012 Delphine is founder and chief investment officer at Perpetua Investment Managers, which commenced operating in 2012. She has 19 years financial services working experience of which 16 years has been in the investment management field. The majority of this was gained at Allan Gray Limited, where Delphine was employed for almost 11 years and held the position of portfolio manager and executive director. She has been in a direct money management role for more than 10 years. Delphine is supported by an investment team of five professionals at Perpetua.
Arjen 2001 2006
Simon 1999 2001 Before setting up Allan Gray in Australia, Simon spent 13 years with Allan Gray Pty Ltd in South Africa, of which 4 years was in the role of chief investment officer and executive chairman. He retains the role of non executive chairman of Allan Gray in South Africa. In 2002, Simon joined the Orbis Group where he headed Orbis' research investment team in London, before permanently relocating to Sydney. Since then he has continued to develop the business that was renamed Allan Gray, on 2 April 2012. Prior to joining Allan Gray Pty Ltd in South Africa, Simon conducted research in theoretical physics at Cambridge. He holds a Master of Science (Stellenbosch), Doctor of Philosophy (Cantab.), and is a CFA Charterholder.
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