| Allan Gray – Orbis Global Balanced Feeder AMETF
Type: Active ETF |
JSE code: AGOGB |
| Benchmark: | Classification: Global Multi Asset |
| Tax-free investing: Not Allowed (What is tax-free?) | Market cap: R0.2 billion |
| TIC (TER where TIC not indicated): 7.11% (What is TER?) | Distribution: Annually (no distribution in last 12m) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year % | 3 year % | 5 year % | Since listing % |
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| Top holdings:
Samsung Electronics (5.1%), Taiwan Semiconductor Mfg (3.6%), US TIPS >10 Years (3.5%), Kinder Morgan (3.4%), SPDR Gold Trust (2.5%), Newmont (2.3%), Barrick Mining (2.2%), Prysmian Group (1.9%), Balfour Beatty (1.6%), Drax Group (1.5%) |
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| MDD updated: 31 March 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
The objective of the Allan Gray – Orbis Global Balanced Feeder AMETF is to create long-term wealth for investors and to outperform its designated combined equity and bond performance benchmark, which comprises 60% of the MSCI World Index with net dividends reinvested and 40% the J.P. Morgan Global Government Bond Index. |
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All data from the issuer Minimum Disclosure Documents (MDD) and updated as they update their MDDs. Please check all data, we take no responsibility for errors.