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Allan Gray Tax-free Balanced Fund A (0P00017FQ8)

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17.023 +0.100    +0.60%
22/11 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000214425 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.35B
Allan Gray Tax-Free Balanced Fund A 17.023 +0.100 +0.60%

0P00017FQ8 Overview

 
On this page you'll find an in-depth profile of Allan Gray Tax-free Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P00017FQ8 among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

3.35B

Expenses

1.47%

Inception Date

Feb 01, 2016

Contact Information

Address V&A Waterfront
Cape Town, 8002
South Africa
Phone 0860 000 654

Top Executives

Name Title Since Until
Tim Acker - 2020 Now
Rory Kutisker Jacobson - 2020 Now
Jacques Plaut - 2016 Now
Duncan Artus Portfolio Manager 2016 Now
Biography Duncan joined Allan Gray in 2001 as an equity analyst after completing his honours in Business Science and a postgraduate diploma in accounting at UCT. Duncan has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. Duncan holds both the CFA and CMT charters.
Andrew Lapping Portfolio Manager 2016 2020
Biography Andrew completed his B Sc (Eng) and B Com at UCT. He joined Allan Gray in February 2001 as a fixed interest trader and moved to the research team as an equity analyst in February 2003. He was appointed as fixed interest portfolio manager in June 2006 and he is a fund manager for the Allan Gray Bond and Money Market funds. In February 2008 he took on the additional responsibility of managing a portion of client equity and balanced portfolios.
Ruan Stander Quantitative Analyst 2016 2020
Biography Johannes Rudolph Strander, known as Ruan Strander professionally, graduated from the University of Pretoria with a BSc (Hons) in Actuarial Mathematics, and is a certified Financial Risk Manager (GARP).
Simon Raubenheimer Equity Portfolio Manager 2016 2018
Biography Simon joined Allan Gray Limited in February 2002 as a trainee equity analyst. He completed a B Com (Econometrics) degree at UP and a B Com Honours (Finance) degree at UCT in 2001 and is a CFA charter holder. He was promoted to the position of senior analyst in 2007 and in July 2008 was appointed as an equity portfolio manager.
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