ABOUT ALLAN GRAY

Allan Gray has been investing on behalf of clients since 1974. They pursue long-term investment returns without taking undue risks. Over their history, they have been able to deliver returns for their clients over the long term at lower-than average risk of loss.

Learn more by downloading their company brochure here:

HERE ARE SOME EXCERPTS:

Investment approach
Allan Gray thoroughly researches companies to determine what they think they are actually worth. They then buy shares that they believe are undervalued by the market and sell them when they think they have reached their worth, regardless of popular opinion. They invest responsibly, with their priority being to protect and enhance the value of their clients’ investments.

What Allan Gray offers:

1. Allan Gray unit trusts: You can invest in unit trusts for all your financial goals, from saving for longer-term needs to meeting your shorter-term objectives. Unit trusts give you easy and affordable access to financial markets, as well as the flexibility to access your investment if you need to. We will carefully manage your chosen unit trust investments according to our proven investment philosophy. To build your long-term wealth with us, you can invest monthly or start with a lump sum, subject to our minimums (see page 33). Learn more about our unit trusts on page 13. You can invest directly in our unit trusts, or invest in unit trusts via one of our investment products that suit your needs and circumstances.

2. Allan Gray Tax-Free Investment: Account If you are investing for the long term, or are already paying income or capital gains tax on existing investments, our tax-free investment account allows you to benefit from tax savings on your investment return and can be used for estate planning. Learn more about our tax-free investment account on page 15.

3. Allan Gray Retirement Annuity Fund: You can save for your retirement using our retirement annuity (RA). An RA gives you tax savings and a measure of protection, but comes with some restrictions. You usually cannot access your money until you retire. Learn more about our retirement annuity on page 17.

4. Allan Gray preservation funds: You can transfer your existing retirement savings from an employer’s retirement fund (or from another retirement fund) to one of our preservation funds. Although you cannot continue contributing, you keep the tax benefits of your original fund and your investment return is not taxed. Learn more about our preservation funds on page 23.

5. Allan Gray Group Retirement Annuity: You can set up an efficient retirement savings solution for you and your employees with the Allan Gray Group Retirement Annuity system. Individual unit trust-based RAs are managed on a group basis, with minimal administration requirements for you, while your employees get all the benefits of having their own RA, including tax advantages, control of their 3 | PRODUCT RANGE investment choices, flexibility and portability. Learn more about our group retirement annuity on page 21.

6. Allan Gray Living Annuity: You can invest your retirement savings and draw an income with our living annuity (LA). You can choose how much income to draw, within the legal limits, and you can change your income amount or the frequency of your payments every year. Learn more about our living annuity on page 25.

7. Allan Gray Endowment: If your marginal income tax rate is higher than 30%, you can use an endowment for your long-term savings goals to benefit from tax savings and for estate-planning purposes. Learn more about our endowment on page 30.

8. Invest offshore through Allan Gray: Investing offshore allows you to spread your investment risk across different economies and regions. It also gives you access to industries and companies that may not be available locally. Learn more about offshore investments on page 27.

9. Invest in unit trusts from other investment managers: You can benefit from manager diversification by investing in unit trusts from other investment managers via our investment platform. Learn more about the unit trusts on our investment platform on page 31.

TO INVEST WITH ALLAN GRAY, REQUEST A CALL: