Allan Gray -  Stable Funds: A Cautious Fund For All Seasons

Loading player...
Guest – Radhesen Naidoo, joint head of Institutional Clients at Allan Gray

A 25-year period of investing is a long time. To put this into context, if we cast our minds back 25 years, it was the beginning of the new millennium, we had just filed away Y2K crisis preparation plans, and we still watched the SABC news for world updates. Mission: Impossible 2 was the highest-grossing film of 2000 and technology investments were the fashion – as they are today. The turn of the century also marked the launch of the Allan Gray Stable Fund.

Amid a turbulent and uncertain investment landscape, cautious investors often look to preserve capital while achieving above-inflation returns. Radhesen Naidoo, joint head of Institutional Clients at Allan Gray, joins Kaya Biz to discuss why a low-equity unit trust, like the Allan Gray Stable Fund, remains a sound solution for the cautious investor, especially within the current environment.
2 Sep 2025 12PM English South Africa Business News · Investing

Other recent episodes

Survey reveals that 95% of parents face financial strain during back-to-school season.

GUEST – Hayley Parry, Money Coach and Facilitator at 1Life’s Truth About Money As families prepare for the 2026 academic year, 1Life Insurance’s annual Back-to-School Survey reveals that stress and financial pressures remain a major concern for parents, despite encouraging signs of progress in budgeting. An overwhelming 95% of respondents…
12 Jan 2PM 11 min

Understanding Venezuela’s economy: where and how things fell apart.

GUEST – Prof. Adrian Saville, Gordon Institute of Business Science Venezuela sits on one of the world’s largest oil reserves, yet its economy resembles that of a country emerging from war. In this interview, Prof. Adrian Saville unpacks how decades of oil dependence, policy missteps, corruption, sanctions and institutional collapse…
12 Jan 2PM 16 min

Rand performance: Will the strength hold in 2026?

GUEST – Andre Cillier, Currency Strategist at TreasuryONE The rand has delivered one of its strongest performances in years, rallying around 13% against the US dollar to trade near R16.50 even as South Africa’s domestic economy shows clear signs of strain. In this interview, currency strategist Andre Cillier unpacks the…
12 Jan 2PM 13 min