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Allan Gray Tax-free Balanced Fund C (0P00017FQ9)

Johannesburg

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17.530 +0.077 +0.44%

01:00:00 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 3.71B

Type: Fund

Market: South Africa

Issuer: Allan Gray Unit Trust Mgmt

ISIN: ZAE000214433

Asset Class: Equity

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0P00017FQ9 Overview

Find basic information about the Allan Gray Tax-free Balanced Fund C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00017FQ9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change10.2%

Prev. Close17.452

Risk Rating

TTM Yield2.61%

ROE10.78%

IssuerAllan Gray Unit Trust Mgmt

TurnoverN/A

ROA3%

Inception DateFeb 01, 2016

Total Assets3.71B

Expenses1.32%

Min. Investment20,000

Market Cap231.01B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Allan Gray Tax-Free Balanced Fund C?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1021	1021	1128	1354	1789	-
Fund Return	2.05%	2.13%	12.78%	10.64%	12.34%	-
Place in category	105	190	447	108	135	-
% in Category	17	28	69	20	27	-

Top Equity Funds by Allan Gray Unit Trust Mgmt

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund X	206.51B	2.21	11.52	-
Allan Gray Balanced Fund A	206.51B	2.09	10.26	8.54
Allan Gray Balanced Fund C	206.51B	2.12	10.44	8.72
Allan Gray Stable Fund A	54.51B	1.34	8.94	8.47
Allan Gray Stable Fund C	54.51B	1.37	9.14	8.66

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	206.51B	2.12	10.44	8.72
Allan Gray Balanced Fund X	206.51B	2.21	11.52	-
Allan Gray Balanced Fund A	206.51B	2.09	10.26	8.54
Coronation Balanced Plus Fund A	122.55B	1.99	10.14	7.99
Coronation Balanced Plus Fund D	122.55B	2.04	10.45	8.30

Top Holdings

Name	ISIN	Weight %	Last	Change %
Orbis Sicav Global Bal Inv Ref Rev Fee	LU2122430866	11.03	-	-
Allan Gray Foreign Equity Fund Limited - Bfefa	-	4.81	-	-
Allan Gray Frontier Markets Equity Fund Class B	-	4.69	-	-
British American Tobacco	GB0002875804	3.80	3,191.0	+0.28%
Orbis Optimal Sa Usd	-	3.71	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Buy

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