Allan Gray

Allan Gray is an investment management company based in South Africa. It manages money for people saving over the long term, from individual savers to pension funds, and says every client gets the same investment philosophy and process.

What Allan Gray does

• Unit trusts: a range of funds, from higher-risk equity choices to lower-risk options that aim to beat bank deposits.
• Retirement annuities: a retirement product whose contributions are tax-deductible and whose growth is tax-free, with legal limits on access before age 55.
• Equity Fund: the firm's flagship long-term unit trust for investors wanting exposure to listed shares.
• Flexible saving: clients can invest monthly or with a lump sum, and change or add money without transaction fees.

Who it serves

Individual savers, retirement savers and pension funds. Its services are not offered to people in jurisdictions where distribution would break local rules.

Key facts

• Based in: South Africa
• Investment approach: buys shares it judges undervalued and sells once they reach fair value
• Track record: more than five decades of investing