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Proposed changes to the Allan Gray Equity Fund

04 December 2014 | Equities

Allan Gray is in the process of balloting investors in the Allan Gray Equity Fund regarding proposed changes to the Fund’s investment mandate, benchmark and fees. The ballots will be sent out this week to both institutional and retail investors in the Fund. The proposed changes are listed below and some additional detail is provided in the attached summary:

Lower oil prices to boost festive spending

02 December 2014 | General

November is known as the month of the moustache in support of cancer awareness, but at least investors didn’t need hair on their teeth this month. Following the ups and downs of September and October, the past month definitely felt calmer. In fact, there were fairly solid performances across a broad range of local and global asset classes.

Japan remains compelling investment despite recession

28 November 2014 | General

By reducing investment exposure to Japan based purely on two quarters of negative GDP growth, investors stand to lose far more in missed long-term opportunities than they may gain by reducing their short-term risk exposure. This is according to Urvesh Desai, Portfolio Manager and Strategist for Old Mutual Investment Group’s MacroSolutions boutique, who says that any sound investment approach must recognise GDP as just one of a multitude of factors that will drive markets and prices in the long term.

Counting the cost: settle your mortgage or invest the capital?

27 November 2014 | General

The higher interest rate cycle begs the question – is it currently better to use your investable funds to pay off your mortgage or to add to your retirement savings?

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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