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

Johannesburg

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17.034 +0.100 +0.60%

22/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 3.38B

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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Rating

1-Year Change9.88%

Prev. Close16.931

Risk Rating

TTM Yield2.83%

ROE9.79%

IssuerAllan Gray Unit Trust Mgmt

TurnoverN/A

ROA2.74%

Inception DateFeb 01, 2016

Total Assets3.38B

Expenses1.30%

Min. Investment20,000

Market Cap225.56B

CategoryZAR/NAD Aggressive Allocation

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Allan Gray Tax-free Balanced Fund C Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1076	1054	1129	1436	1722	-
Fund Return	7.59%	5.41%	12.93%	12.83%	11.49%	-
Place in category	395	361	183	38	61	-
% in Category	62	50	29	7	13	-

Top Equity Funds by Allan Gray Unit Trust Mgmt

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	200.1B	9.24	12.06	8.64
Allan Gray Balanced Fund A	200.1B	8.46	10.90	8.56
Allan Gray Balanced Fund X	200.1B	8.21	13.80	-
Allan Gray Stable Fund X	53.71B	7.42	11.84	-
Allan Gray Stable Fund C	53.71B	7.91	9.95	8.35

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	200.1B	9.24	12.06	8.64
Allan Gray Balanced Fund A	200.1B	8.46	10.90	8.56
Allan Gray Balanced Fund X	200.1B	8.21	13.80	-
Coronation Balanced Plus Fund P	121.18B	11.46	10.83	8.66
Coronation Balanced Plus Fund D	121.18B	10.84	9.03	8.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
Orbis Sicav Global Bal Inv Ref Rev Fee	LU2122430866	11.38	-	-
Allan Gray Frontier Markets Equity Fund Class B	-	4.43	-	-
British American Tobacco	GB0002875804	3.85	2,969.0	+1.57%
Orbis Optimal Sa Usd	-	3.59	-	-
Anheuser Busch Inbev	BE0974293251	3.58	52.58	+0.65%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Allan Gray Tax-Fr.	17.034	+0.100	+0.60%