The latest updates and changes to our products are always available for you here.
2 JULY 2019
We have announced some important changes to Allan Gray Superannuation and Retirement. From 1 August 2019 we will introduce a new fee structure that is simpler and easier to understand. We will also broaden the Investment Menu. The changes are explained in detail in this Significant Event Notice that has been sent to all clients in Allan Gray Superannuation and Retirement.
1 JULY 2019
The Protecting Your Superannuation laws amendment has come into effect and includes some key changes for Allan Gray Superannuation, including the capping of fees and insurance changes for inactive accounts. You can learn more about the changes here. The Insurance Cover Opt In form referred to in the information can be downloaded here.
1 JULY 2019
We have made some important changes to Allan Gray Investments. We have introduced a new fee structure that is simpler and easier to understand. We have also broadened the Investment Menu. The changes are explained in detail in this Investor Notice that has been sent to all clients in Allan Gray Investments. You can view the new, broadened Investment Menu here.
11 OCTOBER 2018
The concessional start-up period for the Allan Gray Australia Balanced Fund to be classified as an Attributed Managed Investment Trust (AMIT) ceased on 30 June 2018. This means for the financial years commencing 1 July 2018 and until further notice, the Fund will not be eligible to be an AMIT. Amongst other things, this means capital gains realised in the sale of equity securities will be distributed as income until such time as the Fund requalifies as an AMIT
21 JULY 2017
Allan Gray Australia Funds are expected to be treated as Attribution Managed Investment Trusts from the 2016/17 financial year. Each Fund's contritution has been amended accordingly. Please contact Client Services for further information or for a copy of the changes. A summary of the amendments is also available here
1 MARCH 2017
The Allan Gray Australia Opportunity Fund has been renamed the Allan Gray Australia Stable Fund. Importantly, no changes have been made to this offering - investment objective, fund features and minimum transaction amounts remain the same.
31 MARCH 2015
The minimum investment amounts for the Allan Gray Australia Equity Fund and Allan Gray Australia Opportunity Fund have changed. The minimum amount if you are opening a new account is AUD 10,000 (previously AUD 25,000). The minimum amount if you are adding to your existing account is AUD 1,000... Read More