The Allan Gray Australia Stable Fund has been added to most IOOF platforms, including Pursuit and Wholesale, where it joins the Allan Gray Australia Equity Fund (Class A). The Stable Fund differentiates itself by being able to dial up its equity exposure to a maximum of 50% when opportunities present themselves. The Fund, however, is not a low-volatility equity fund, as the default position is cash.
The Allan Gray Australia Equity Fund (Class B) was recently added to the Aegis platform in NZ. It joins the Class A units which are already available.
We are also pleased that the Equity Fund (Class A) has been added to Lonsec’s core model portfolios, so even more advisers can access the Fund.
We are seeing increased adviser demand as advisers become more familiar with our long-term, contrarian approach.
Julian Morrison holds a Bachelor of Arts (Honours – University of Sheffield) and the Chartered Financial Analyst designation.
The Lonsec Ratings (assigned as follows: Equity Fund Class A APIR ETL0060AU September 2018; Equity Fund Class B APIR ETL0349AU – September 2018; Stable Fund APIR ETL0273AU – September 2018) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Allan Gray products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings