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Investment platforms

Allan Gray Balanced Fund

Allan Gray Balanced Fund is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.

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About Allan Gray Balanced Fund

Allan Gray Balanced Fund is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.

The linked comparisons are Unit trusts.

No legal name is shown, because the sources used for this profile did not give one that has been re-checked.

A profile is not an endorsement, a rating or a promise that a product is suitable. Registration of a firm does not set the terms of a particular account, policy or investment, and it does not mean the product is free from loss.

Products and services on WiT Money

These are the published WiT Money records for this name. A company in a large group is not assumed to offer every product sold under a similar brand.

Unit trusts

Published product details

  • Direct / LISP

Advantages and considerations

These points come from individual product records. They are not a general review of the company.

Recorded strengths

  • Multi-asset high equity. Asset mix across markets

Recorded limits

  • Multi-asset high equity. Active selection and fees

Fees and costs

  • Review MDD / Regulation 28 if RA

A missing fee is not shown as R0. Where no figure is published, the price has to come from the provider.

Regulatory information

  • Inspect minimum disclosure document (MDD), fund mandate, TER, TC, TIC and possible performance/advice fees; investments not guaranteed.
  • WiT Money has not marked this provider as regulated. Check the register that applies to the product before you deal with the firm.

An authorisation, where one exists, is for particular activities. It is not an endorsement by the regulator, and it does not mean a product is suitable.

Compare Allan Gray Balanced Fund on WiT Money

Sources and how this profile was reviewed

Research dates on the underlying records run to 28 October 2026. Rebuilding this page did not re-check every register entry.