Institutional mandates
Allan Gray Botswana currently offers its clients four different mandates, all on a segregated basis:
- Global balanced, incorporating equities and fixed interest and investing in Botswana and offshore
- Global stable (low equity balanced mandate)
- Botswana only
- Foreign only (via the Allan Gray and Orbis funds)
Composite and benchmark performance (BWP) at 31 December 2024
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.8 | 8.5 | 11.8 | 12.7 | 16.5 | 14.4 |
| Benchmark | 10.4 | 7.5 | 9.7 | 9.2 | 16.2 | 13.9 |
| Global Stable | 9.9 | 7.0 | 9.6 | 9.5 | 12.9 | 9.7 |
| Benchmark | 9.1 | 5.9 | 7.4 | 7.6 | 12.9 | 10.9 |
| Domestic Equity | 9.8 | - | 12.7 | 16.1 | 18.0 | 20.6 |
| Benchmark | 9.5 | - | 14.3 | 22.1 | 24.0 | 22.6 |
| Domestic Balanced * | 11.6 | 6.8 | 8.7 | 12.0 | 13.9 | 14.0 |
| Benchmark | 8.8 | 5.6 | 9.1 | 14.0 | 15.1 | 13.9 |
| Domestic Fixed Interest ** | 6.5 | 4.7 | 4.9 | 6.0 | 6.7 | 4.7 |
| Benchmark | - | - | - | - | - | - |
*The Domestic Balanced Composite terminated in July 2017 and the Global Balanced Composite returns were used as estimates from 1 July 2017. The Domestic Balanced Composite was reinstated in April 2022 and the Domestic Balanced Composite returns have been used since reinstatement.
**The Domestic Fixed Interest carve out returns of the Domestic Balanced Composite.