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Allan Gray Changes Minimums for New Investments

by | Investments

Allan Gray have announced that they will be increasing the minimum investment amounts required for new investments and additional contributions into certain Allan Gray products, effective Monday, 30 August 2021.


Allan Gray say that they aim to set their investment minimums at a level that ensures that they are able to meet the needs of a wide range of investors, while providing service of the highest standard to their clients. They originally set their current investment minimums 15 years ago and, since then, inflation has roughly halved their real value. Clients contributing the minimum amounts are therefore investing a significantly lower proportion of their income compared to when the minimums were set.

What are the new minimum investment amounts?

How will the changes be implemented?

  • All new debit orders, lump sum investments and additional contributions submitted after cut-off on Friday, 27 August 2021 must meet the new minimums. However, new business that is signed by a client before cut-off on 27 August will still be subject to the current minimums.
  • Existing debit orders below R1 000 will not be required to meet the new minimum and may be increased, even if the resultant amount is below R1 000, but cannot be reduced while they remain below the new minimum.
  • Existing debit orders above R1 000 may be reduced, but to a minimum value of R1 000.
  • The current minimums will continue to apply to minors. Once the minor reaches 18 years of age, the revised minimums will apply.