Four ways to invest
Direct investment in the Allan Gray and Orbis Global Funds
Our distinctive take on investing means that each of our funds brings something very different to your clients’ portfolios.
To help your clients invest directly in the Allan Gray Funds, you can complete their details online here. You will need to print and sign the application form and send the signed paperwork to us at Allan Gray Funds Unit Registry, GPO Box 804, Melbourne VIC 3001.
For access to the Orbis Global Funds, you will need to help your clients complete the application form which is attached to the PDS.
Should you require any help in completing the documentation for the Orbis Global Funds and Allan Gray Funds, please do not hesitate to contact our Client Services Team on 1300 604 604.
Invest via Allan Gray Superannuation, Investments and Retirement Solutions
The Allan Gray Solutions offers a comprehensive way to administer your clients’ superannuation, investment and retirement needs. Offering choice, control and competitive fees, you now have a real alternative which has been built on the Allan Gray renowned contrarian thinking.
Find out more about Allan Gray Superannuation, Investments and Retirement Solutions or start the online application process here..
To start using our new Solutions, you will need to complete both the adviser registration and dealer group registration forms.
Invest via mFund
Many advisers are enjoying the convenience of using mFunds to buy, hold and sell units in unlisted managed funds through a process similar to buying and selling shares. Your clients can invest through an mFund, via existing broker arrangements. Once issued, your clients’ new mFund/s will be transferred to their CHESS holding.
For your references the mFund and APIR codes are listed below
AQY01
Allan Gray Australia Equity Fund (Class A)
APIR – ETL0060AU
AQY02
Allan Gray Australia Stable Fund
APIR – ETL0273AU
AQY03
Allan Gray Australia Balanced Fund
APIR – ETL4654AU
ORBO1
Orbis Global Equity Fund
APIR – ETL0463AU
ORB02
Orbis Global Balanced Fund
APIR – ETL3967AU
Invest via a platform
The Allan Gray and Orbis Global Funds are available through many leading platform providers.
| Platform |
Allan Gray Australia Equity Fund (Class A) |
Allan Gray Australia Equity Fund (Class B) |
Allan Gray Australia Stable Fund |
Allan Gray Australia Balanced Fund |
Orbis Global Equity Fund |
|---|---|---|---|---|---|
| Allan Gray Solutions |  |
|
|
|
|
| Allan Gray South Africa Platform | |
|
|
|
|
| Asgard | |
|
|
||
| Australian Executor Trustees | |
|
|||
| BT Wrap | |
|
|
|
|
| BT Panorama | |
|
|
|
|
| Colonial First Wrap | |
|
|
||
| Core Equity Services | |
||||
| Federation Alliance / Linear | |
|
|||
| Grow Wrap | |
||||
| Hub 24 | |
|
|
|
|
| IOOF | |
|
|
||
| Mason Stevens | |
|
|
|
|
| Macquarie Wrap | |
|
|
|
|
| MLC Wrap | |
|
|
||
| Navigator | |
|
|
||
| Netwealth | |
|
|
||
| North | |
|
|
|
|
| Oasis | |
||||
| OneVue | |
|
|
||
| PortfolioCare | |
||||
| PortfolioOne | |
||||
| Power Wrap | |
||||
| Praemium | |
|
|
||
| Summit | |
|
|||
| WealthView | |
|
|||
| WealthQ2: MDA Operator / uXchange | |
|
|
| Platform |
Allan Gray Australia
Equity Fund (Class A)  |
|---|---|
| Allan Gray Solutions | |
| Allan Gray South Africa Platform | |
| Asgard | |
| Australian Executor Trustees | |
| BT Wrap | |
| BT Panorama | |
| Colonial First Wrap | |
| Core Equity Services | |
| Federation Alliance / Linear | |
| Hub 24 | |
| IOOF | |
| Macquarie Wrap | |
| MLC Wrap | |
| Navigator | |
| Netwealth | |
| North | |
| OneVue | |
| Power Wrap | |
| PortfolioCare | |
| Summit | |
| WealthView | |
| WealthQ2: MDA Operator / uXchange | |