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Allan Gray Tax-free Balanced Fund C (0P00017FQ9)

Johannesburg

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15.965 +0.040 +0.25%

30/04 - Closed. Currency in ZAR ( Disclaimer )

Type: Fund

Market: South Africa

Issuer: Allan Gray Unit Trust Mgmt

ISIN: ZAE000214433

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.97B

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0P00017FQ9 Overview

Find basic information about the Allan Gray Tax-free Balanced Fund C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00017FQ9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change5.59%

Prev. Close15.925

Risk Rating

TTM Yield2.73%

ROE15.13%

IssuerAllan Gray Unit Trust Mgmt

TurnoverN/A

ROA5.53%

Inception DateFeb 01, 2016

Total Assets2.97B

Expenses1.32%

Min. Investment20,000

Market Cap210.91B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Allan Gray Tax-Free Balanced Fund C?

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Allan Gray Tax-free Balanced Fund C Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1113	1020	1116	1475	1629	-
Fund Return	11.35%	1.96%	11.61%	13.83%	10.25%	-
Place in category	191	195	102	49	113	-
% in Category	33	28	20	9	26	-

Top Equity Funds by Allan Gray Unit Trust Mgmt

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund A	186.39B	1.69	11.06	8.33
Allan Gray Balanced Fund C	186.39B	-0.07	11.22	8.48
Allan Gray Balanced Fund X	186.39B	12.10	14.88	-
Allan Gray Stable Fund A	51.87B	2.15	9.64	8.10
Allan Gray Stable Fund C	51.87B	1.19	9.57	8.24

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund A	186.83B	1.69	11.06	8.33
Allan Gray Balanced Fund C	186.83B	-0.07	11.22	8.48
Allan Gray Balanced Fund X	186.83B	12.10	14.88	-
Coronation Balanced Plus Fund A	112.18B	2.98	8.98	7.93
Coronation Balanced Plus Fund P	112.18B	3.10	9.48	8.42

Top Holdings

Name	ISIN	Weight %	Last	Change %
Orbis Sicav Global Bal Inv Ref Rev Fee	LU2122430866	11.47	-	-
Allan Gray Frontier Markets Equity Fund Class B	-	5.00	-	-
British American Tobacco	GB0002875804	4.15	2,349.0	-0.09%
Orbis Optimal Sa Usd	-	3.64	-	-
Anheuser Busch Inbev	BE0974293251	3.59	56.16	-0.46%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Allan Gray Tax-Fr.	15.965	+0.040	+0.25%