Finding value in a depressed earnings environment
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Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q3 of 2024 | 2 years ago

In 2023, the FTSE/JSE All Share Index (ALSI) returned 9.3% in rands, while the FTSE/JSE Capped SWIX All Share Index (Capped SWIX) returned 7.9%. Although positive, one could have achieved a similar return from cash while taking on considerably less risk (in 2023, the Allan Gray Money Market Fund generated a return of 8.4%). To make matters worse, in the first three months of the year, markets have given roughly a quarter of this back, with the ALSI down 2.2% and the Capped SWIX down 2.3%.


SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.