Allan Gray Umbrella Retirement Fund investment portfolios

Our carefully selected range includes two Allan Gray options , the Balanced and Stable Portfolios. The Allan Gray Balanced Portfolio provides steady, long-term capital growth. It is designed to suit most investors saving for their retirement in the Allan Gray Umbrella Retirement Fund. We also offer a selection of portfolios from the best investment managers in South Africa.

Choose your underlying portfolio

You can choose from a focused range of investment options offered by other investment managers

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INVESTMENT PORTFOLIOS AVAILABLE FOR THE ALLAN GRAY UMBRELLA RETIREMENT FUND
Allan Gray
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Allan Gray Balanced Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Allan Gray Stable Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Oct 2024
Allan Gray Multi-Manager Moderate Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Allan Gray Multi-Manager Cautious Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Oct 2024
Allan Gray Money Market Fund (Class U)
location
South African
asset class
Interest Bearing
asset type
SA Money Market
FACTSHEET
Oct 2024
27four Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
27four Shari'ah Wealth Builder Fund
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Sep 2024
Camissa Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Camissa Balanced Fund (Class C)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Camissa Islamic Balanced Fund (Class B)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Coronation Fund Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Coronation Global Absolute Portfolio
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Oct 2024
Coronation Global Houseview Portfolio
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Coronation Inflation Plus Portfolio
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Oct 2024
Foord Asset Management
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Foord Balanced Fund (Class B3)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Foord Conservative Fund (Class B3)
location
South African
asset class
Multi Asset
asset type
Medium Equity
FACTSHEET
Oct 2024
M&G Investment Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
M&G Balanced Fund (Pension)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Sep 2024
Nedgroup Investments
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Nedgroup Investments Core Accelerated Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Nedgroup Investments Core Diversified Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024
Nedgroup Investments Core Guarded Fund (Class B2)
location
South African
asset class
Multi Asset
asset type
Low Equity
FACTSHEET
Oct 2024
Ninety One Fund Managers
FUND
LOCATION
ASSET CLASS
CATEGORY
FACTSHEET
Ninety One Opportunity Fund (Class E)
location
South African
asset class
Multi Asset
asset type
High Equity
FACTSHEET
Oct 2024

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The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.

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