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  • Allan Gray Namibia Balanced Fund Application

Get Allan Gray Namibia Balanced Fund Application

ALLAN GRAY NAMIBIA BALANCED FUND APPLICATION Only legal entities/individuals registered or resident in Namibia are able to invest in the Allan Gray Namibian Balanced Fund. Complete all the information.

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Contact support

Simply email info@allangray.co.za or call our Client Service Centre on 0860 000 654.

As Allan Gray stood out as a (very) reputable company to invest with even by standards of Sanlam, Discovery,and other well known insurance and investment companies. Allan Gray was always in the first 3 companies that was invested in by all the brokers I dealt with.

Generally, FOF managers charge a 0.5% to 1.0% annual management fee, with some taking a minor portion of the carried interest (“carry”) in the 5.0% to 10.0% range. The fund of funds fees are placed on top of the fees charged by the underlying active fund managers that typically charge fees in the following ranges.

If you do not already have an Allan Gray Online account complete the Online Account Application and a Client Service Centre consultant will then contact you to confirm your registration telephonically. You can complete and sign the form and email it to instructions@allangray.co.za, or send it via fax to 0860 000 655.

The Allan Gray Equity Fund had a relatively good 2022. In a year when most assets lost value, the Fund returned 7.8% in rands and 1.1% in US dollars. This was ahead of the benchmark, which returned 5.4% in rands and -1.1% in dollars.

For any investments in Allan Gray unit trusts, we charge a flat annual administration fee of 0.2% (excl. VAT). If your total investment value is less than R50 000, we will charge you a flat annual administration fee of 1% (excl. VAT)9.

About the Allan Gray Balanced Fund The goal of the Balanced Fund is to create steady, long-term wealth for investors by balancing income generation, capital growth and risk of loss using a mixed selection of assets. We aim to beat the average performance of similar unit trusts without taking any more risk.

Portfolio manager commentary as at 31 December 2022 The Fund returned 8.2% for the fourth quarter and 8.1% for the 2022 calendar year. This compares with the benchmark returns of 7.1% for the quarter and 0.1% for the year.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232