Allan Gray Australia
Equity Fund

The Equity Fund is an actively managed, contrarian fund that gives you the opportunity to outperform the market over the long term by investing in select Australian shares.

Like many funds the Equity Fund aims to be fully exposed to the Australian sharemarket, but our investment strategy is very different to most. That’s what gives us our edge and the potential to outperform over the long term.

This Fund may suit you if:
  • You’re a confident investor looking for higher-than-market returns over the long term and are comfortable with the significant ups and downs that come with investing in shares.
  • You ideally have at least five years to invest.
  • You want to outperform the market using Allan Gray’s distinctive contrarian investment philosophy:
    The Equity Fund is an actively managed fund that invests in select Australian shares for long-term capital growth. By being prepared to weather the ups and downs, you’re able to seek greater returns in the future.
  • You can invest $10,000 to kickstart your investment, or as little as $500 per month in a regular savings plan.
Invest Now Speak to us

The chart shows the value of AUD 100 invested in Class A units in the Fund and in the benchmark since public launch. Past performance is not indicative of future performance. See Performance Notes below for more information.

How the Equity Fund invests for you

If you’re a more seasoned investor who’s comfortable with bigger market fluctuations, the Allan Gray Australia Equity Fund can help you make the most of our contrarian investment philosophy. In seeking superior potential returns, it invests in selected Australian shares with the aim of outperforming the S&P/ASX 300 Accumulation Index over the long term.

The Equity Fund is an actively managed fund that creates wealth by buying undervalued shares with a view to profiting when the price rises. Constant monitoring allows the investment mix to be adjusted to maximise opportunities as they arise. Because we choose shares often overlooked by other investors, the Fund looks very different to other Australian equity funds and can be an effective way to diversify your portfolio.

You can choose from two unit classes, each with its own fee structure: Class A, with a base fee and performance fee, and Class B, with no base fee but a higher performance fee based on the returns you make.

Latest Insights
Performance Notes

The Fund’s return assumes that distributions are reinvested and does not incorporate buy/sell spreads. The public launch date of the Fund was the 4 May 2006. The benchmark is the S&P/ASX 300 Accumulation Index. Fund prices will fluctuate and there is no guarantee with respect to the performance of the Fund or that an investor’s capital will be preserved. The actual performance experienced by investors may differ as a result of the specific investment date, the date of reinvestment of income distributions, and withholding tax applied to income distributions.