Allan Gray Australia
Stable Fund

The Stable Fund is a more conservative investment that aims to outperform cash and boost your returns by blending cash with selected shares.

Outperforming cash without significantly increasing risk is the goal of many investors. The Stable Fund aims to answer this need.

This Fund may suit you if:
  • You’re a cautious investor who prefers a more stable investment with lower possibility of loss.
  • You can ideally invest for at least two years.
  • You want income and some capital growth from your investment, but with minimal market fluctuations:
    By investing in cash and select shares, the Stable Fund aims to provide you with a better return than cash while reducing the ups and downs of your investment
  • You can invest $10,000 to kickstart your investment, or as little as $500 per month in a regular savings plan.
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The chart shows the value of AUD 100 invested 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 Stable Fund invests for you

The Allan Gray Australia Stable Fund starts with at least 50% of its portfolio invested in cash and money market instruments. The remainder is invested in carefully selected shares when the opportunity arises. It aims to outperform cash over the long term but with less volatility than the sharemarket.

Using the same contrarian philosophy as all our funds, the Stable Fund buys shares when they are undervalued and therefore a good opportunity, with the aim of benefiting when their value is recognised, they become popular and their price rises.

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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 1 July 2011. The benchmark is the Reserve Bank of Australia cash rate. 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.