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Articles tagged as "Asset Allocation"

Is your trust in your investment manager well placed?

By Nomi Bodlani and Tamryn Lamb on 16 Oct 2020

It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...

The Stable Fund at 20

By Sean Munsie on 16 Oct 2020

With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

Allan Gray Stable Fund turns 20

By Sean Munsie and Duncan Artus on 01 Sep 2020

Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

Should you invest in bonds?

By Londa Nxumalo on 29 Jan 2020

The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...

Two decades for the Allan Gray Balanced Fund

By Duncan Artus on 07 Nov 2019

The Allan Gray Balanced Fund celebrated its 20-year anniversary on 1 October 2019. The local industry looks vastly different today to how it looked two decad...

Offshore investing: Not a popularity contest

By Dan Brocklebank on 10 Aug 2018

There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

Introducing the Orbis Global Balanced Fund

By Tamryn Lamb on 22 May 2014

Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...

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