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The portfolio is a high-risk equity portfolio aimed at adding value through buying participatory interests of other collective investment scheme ortfolios. Investments to be included in the portfolio will, apart from assets in liquid form, invest solely in a range of participatory interests of portfolios of collective investment schemes that have exposure to domestic and offshore equities, listed property, listed and unlisted financial instruments, as permitted by the Collective Investment Schemes Control Act no. 45 of 2002 (“CISCA”), and subordinate legislation promulgated thereunder.
Name | Title | Since | Until |
---|---|---|---|
Senzo Langa | - | 2020 | Now |
Stuart Green | - | 2017 | Now |
Ben Jooste | Portfolio Manager | 2010 | Now |
Biography | Ben Jooste is the Portfolio Manager for Individual Investments. He is responsible for managing the Alexander Forbes Profile Range, Alexander Forbes Unit trust range and some of the Investment Solutions unit trusts. Ben has experience in manager selection, asset allocation and portfolio construction for unit trusts and individual client portfolios. Before joining Investment Solutions, Ben spent two years at Quantum Wealth as a Portfolio Manager, managing their range of unit trusts. Prior to this, he was an Investment Analyst at Vestco Financial Services in Cape Town. |
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