Allan Gray Australia

Simon Mawhinney and Suhas Nayak recorded this end-of-year video where they look back at 2025. The deep dark lows and some ring-a-ding highs. The video is only eight minutes, but it’s a great insight into the current state of markets, the rollercoaster of contrarian investing and our current thinking around our Fund positioning. Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

Our Balanced Fund isn't a fund of funds. It's a portfolio of direct investments. Hear directly from the PMs as they discuss key performance drivers, teamwork and where they are seeing opportunities. Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Australia Balanced Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

Hear directly from our PMs on the Allan Gray Australia Balanced Fund. Starting with an overview, followed by the recent key drivers at 7 to 11 minutes. Watch now - Portfolio Manager Interview April 2025 Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Australia Balanced Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

With the rise in popularity of managed accounts, you might think that the diversified managed fund is a product of yesteryear. But we believe holding diversified managed funds in or alongside a managed account can drive better client outcomes.

We are not contrarian for contrarian’s sake but as the result of careful, bottom up analysis. We make our own assessments and concentrate on understanding the fundamentals that drive that value. Learn more.

Our philosophy is simple- we take a contrarian approach, apply it consistently and invest for the long term. Make sure you ‘follow us’ to have our insights delivered directly to your feed.