Allan Gray Investment Services
The main reasons why I prefer Allan Gray Investment Services are:
● transparency with fees
● service quality
● first class, simplified administration
● internet usage is easy; and
● interaction.
In 2005, Allan Gray launched their platform business – done differently.
Their goal was to set the bar in terms of service, ease of use and transparency.
They achieved their goal and maintain it.
Allan Gray’s aim is to provide access to a focused range of less than 50 funds.
The Allan Gray suite of unit trusts.
As well as a focused range of funds from other, select fund providers.
Allan Gray’s research has shown advisers and their clients want choice.
But they prefer it to be limited.
In addition to the funds above, Allan Gray has a restricted fund list.
It provides access to funds not available on the public platform.
Looking forward
So, what will the next 20 years hold?
Allan Gray strives for relevance – to meet the needs of independent financial advisers and their clients.
In doing so, deliver on their purpose of long-term wealth creation.
I experience this first-hand. As an independent financial adviser and as a client myself.