Institutional mandates

Allan Gray Namibia currently offers its clients five different mandates:

  • Global balanced, incorporating equities and fixed interest and investing in Namibia, South Africa, Africa and offshore (in accordance with all provisions of the prudential investment guidelines)
  • Global stable (low equity balanced mandate)
  • Namibian only
  • South African only
  • Foreign only, inclusive of Rest of Africa mandates
Clients' investments are managed via three investment avenues:
  • Segregated portfolios
  • Pooled portfolios
  • Unit trust funds

For more information on other mandates, please contact James at


We have historically served only a small number of large institutions with discrete portfolios managed on a segregated basis.

We have, however, recognised the need for professional investment managers across the spectrum of retirement funds. As a result, we introduced a pooled, unitised investment trust designed exclusively for smaller Namibian retirement funds.

The Allan Gray Namibia Balanced Fund provides comprehensive investment management including stock selection, asset class allocation and risk reduction through hedging. The Trust’s portfolio is balanced and managed in accordance with the prudential investment guidelines and Namibian Exchange Control regulations:

  • Participating retirement funds hold units in the investment portfolio, simplifying entry and exit
  • Minimum investment in the fund is dependent on the size of the investment
  • The investment management fee levied is dependent on the size of the investment. Please contact us for further information

To view the latest Namibia Balanced Fund factsheet click here.

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.