UNIT TRUSTUnit Trust Agreement • April 29th, 2020
Contract Type FiledApril 29th, 2020This is an arrangement that enables investors to pool their money and have it professionally managed and invested in a range of underlying assets. The underlying assets of a Portfolio vary depending on the Portfolio’s investment objective. Portfolio’s are commonly referred to as ‘unit trust(s)‘ or ‘fund(s)‘. In this document the term ‘unit trust‘ is used.
Which legal entities are party to this agreement? 1 Which documents form part of the agreement? 1 What are your rights and responsibilities? 2 What are Allan Gray’s rights and responsibilities? 4 What happens when you die? 6 What is Allan Gray not...Unit Trust Agreement • November 6th, 2017
Contract Type FiledNovember 6th, 2017The company that administers the unit trust(s), Allan Gray Unit Trust Management (RF) Proprietary Limited. It is authorised to do so as a Manager in terms of the Collective Investment Schemes Control Act. In this document it is referred to as ‘Allan Gray‘.