Compare unit trusts
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How they compare
| Measure | Allan Gray Balanced Fund Class C |
|---|---|
| Manager | Allan Gray |
| Fund type | South African – Multi Asset – High Equity |
| Risk profile | High |
| Total expense ratio (TER) | 1.48% |
| Annual management fee | 0.92% |
| Performance fee | – |
| Fund size | R262.2bn |
| Return, 1 month | +2.39% |
| Return, 3 months | +0.62% |
| Return, 6 months | -0.43% |
| Return, 1 year | +8.10% |
| Accounts | RA, ZAR |
| Income distribution | Semi-annually |
| Benchmark | ASISA Multi Asset – High Equity |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.