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Allan Gray's offshore sister company Orbis launches a Global Balanced Fund to the world
Submitted by Intasure on Fri, 06/20/2014 - 14:22.
It's been almost five years since independent investment advisors started their appeal to Allan Gray to extend their investment offering into the global mixed asset or Global Balanced Fund sphere.
The reason for this request was that advisors believed in Allan Gray and Orbis's ability to manage money. We also felt that we needed another high quality Balanced Fund offering to bring to our clients. An offering which would not only do well while equity markets were on the up, which both Allan Gray and Orbis funds achieve handsomely, but one which would also protect our clients' capital from falling too much while equity markets were moving downwards.
This week Orbis is launching their Global Balanced Fund to advisors at the various centres around the country as part of the annual Allan Gray roadshow. It certainly looks as though they have applied the same sort of rigorous analysis of the Global Balanced Fund space as we have come to expect of them whenever they embark on something new. Orbis have not looked outside of their own team of professionals for bond expertise. They have looked clearly at this asset class and have realised that when a stock is undervalued, that firm is also normally undervalued on the debt side of the balanced sheet.