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 30 September 2024
| Fund | Since Inception (%) |
10 Years (%) |
5 Years (%) |
3 Years (%) |
2 Years (%) |
1 Year (%) |
|---|---|---|---|---|---|---|
| Global Balanced | 11.9 | 8.2 | 12.0 | 13.6 | 20.0 | 18.8 |
| Benchmark | 10.3 | 7.3 | 9.2 | 10.0 | 15.9 | 16.9 |
| Global Stable | 9.9 | 6.6 | 9.6 | 9.9 | 14.8 | 12.5 |
| Benchmark | 9.1 | 5.8 | 6.9 | 8.1 | 12.6 | 13.6 |
| Domestic Equity | 9.9 | - | 13.0 | 18.8 | 23.1 | 24.7 |
| Benchmark | 9.0 | - | 13.6 | 21.3 | 24.5 | 21.7 |
| Domestic Balanced * | 11.7 | 7.1 | 9.1 | 13.3 | 18.8 | 19.4 |
| Benchmark | 8.8 | 5.4 | 8.8 | 13.6 | 15.4 | 14.1 |
| Domestic Fixed Interest ** | 6.6 | 4.7 | 5.1 | 6.3 | 6.9 | 7.6 |
| 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.