Allan Grey Balanced Fund interest rate?

[Sensorei]

Anyone know what this fund's interest rate has been over the last few months? I know its one the better stable funds to invest in now and I'm just wondering what kind if interest it is offering now.

 

[TheLoot]

Check here

Another source gives the following:

% Returns			Fund 	Benchmark

Since inception (unannualised) 	616.0 	281.8
Latest 10 years (annualised) 	21.8 	14.3
Latest 5 years (annualised) 	18.6 	15.6
Latest 3 years (annualised) 	10.1 	7.3
Latest 1 year 			11.9 	7.2

Where these are based on performance up until 30 September 2009, there may be newer than this...

 

[Sensorei]

Thanks bud, just what I was looking for.

 

[Shayd]

Speaking as a practicing Independent Adviser, the fact that you mention interest rate instead of return rate worries me. Just looking at those numbers makes it look like a bank deposit, nice a smooth upward returns. If you are looking for a fund with more consistent returns look at the stable fund, it will be a lot less volatile. Look at the balanced fund if you can put the money away and not touch it for a minimum of 3-5+ years. BTW I am a BIG fan of AG they are one of the best investment companies around. PM me if you want more detailed help, I will see what I can do

 

[Ou grote]

They do have a website btw...
http://www.allangray.co.za/individualInvestors.aspx#Individual-fundfactsheets