We are pleased to announce that the Allan Gray Australia Equity Fund is a finalist in the Australian Large Cap Equity Fund of the Year category at the 2023 Money Management Fund Manager of the Year Awards. Congratulations to our portfolio managers and analysts.
Lonsec is the research partner for the awards and was involved in developing “a robust awards methodology to form the backbone for assessing and benchmarking Australia’s leading finance professionals.”
The pool of eligible funds within each category is the Lonsec-rated universe. This universe is then screened according to funds that have met the following criteria:
- Has received a Lonsec Recommended or above rating for each of the last three years
- Has met at least two of the following:
- Met or exceeded investment objectives
- Delivered alpha above that of peers
- Delivered defensive characteristics above peers
This screening process ensures only funds where Lonsec has high conviction in the capability of the fund manager and their team are eligible for the award. The quantitative screening characteristics can then be applied. A shortlist of finalists is then selected from this group.
You can learn more about the awards and selection process here.
The winners are announced on Thursday22 June 2023. Best of luck to our team!
Share
Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Australia managed investment funds (Allan Gray Funds) and units in the Orbis Global managed investment funds domiciled in Australia (Orbis Funds).
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This represents Allan Gray Australia Pty Limited and Orbis Investment Advisory Pty Limited’s view at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray or Orbis Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This article constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. Before deciding to acquire an interest in the Allan Gray or Orbis Funds, or before making any other investment decision, please read the relevant disclosure document available on this website. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is. Target Market Determinations (TMDs) for the Allan Gray products can be found at
allangray.com.au/PDS-TMD-documents,
while TMDs for the Orbis Funds can be found at www.orbis.com.au on the 'Forms' page under 'How to Invest'. Each TMD sets out who an investment in the relevant Allan Gray or Orbis product might be appropriate for and the circumstances that trigger a review of the TMD.
You should consider such funds’ Product Disclosure Statement (PDS) or Information Memorandum (IM), as applicable, before acquiring or disposing units in such funds’. The PDS or IM can be obtained from www.orbis.com.au and www.allangray.com.au.