Statements (48)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
mutual fund
|
| gptkbp:awards |
1 business day
|
| gptkbp:budget |
available to investors
|
| gptkbp:currency |
gptkb:South_African_Rand
|
| gptkbp:customerBase |
individuals and institutions
monthly updates |
| gptkbp:dividendYield |
annually
|
| gptkbp:financials |
taxable income
available for consultation no specific ethical mandate |
| gptkbp:funding |
gptkb:Allan_Gray_Limited
cash bonds equities 4 stars by Morningstar over 10 billion ZAR |
| gptkbp:geographicalFeature |
gptkb:South_Africa
|
| gptkbp:hasFunding |
1000 ZAR
|
| gptkbp:historicalSignificance |
above average returns
|
| https://www.w3.org/2000/01/rdf-schema#label |
Allan Gray Balanced Fund
|
| gptkbp:inception |
2000-01-01
|
| gptkbp:investmentFocus |
balanced
high liquidity credit risk market risk long-term value value investing 5 years or more inflation risk none specific liquidity risk preserve capital and generate income capital growth retirement and non-retirement accounts |
| gptkbp:managedBy |
Allan_Gray_Investment_Management
|
| gptkbp:manager |
varies by fund manager
|
| gptkbp:market |
C class
B class A class |
| gptkbp:notableFeature |
consistent growth
|
| gptkbp:offers |
1.0% annual management fee
|
| gptkbp:performance |
none
quarterly CPI + 5% |
| gptkbp:portfolioCompany |
high
|
| gptkbp:regulatoryCompliance |
gptkb:Financial_Sector_Conduct_Authority_(FSCA)
|
| gptkbp:riskManagement |
medium
|
| gptkbp:targetMarket |
long-term investors
|