Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Allan Gray Tax-Free Balanced Fund | Unit Trust | Medium, Medium high | 03 to 50 years |  |
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
If you want to change your time horizon or risk tolerance, please use the investment picking tool again.
Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
Allan Gray Tax-Free Balanced Fund
The Allan Gray Tax-Free Balanced Fund is a fixed-fee version of the flagship Allan Gray Balanced Fund.
The goal of the Tax-Free 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.
The Tax-Free Balanced Fund is suitable for you if:
- You are investing in the Allan Gray Tax-Free Investment Account
- You are looking for steady, long-term capital growth
- You are ideally investing for at least three years
- You are comfortable with taking on some risk of market fluctuation and potential capital loss
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 16.60% | 8.20% |
| 3 Years | 12.80% | 10.60% |
