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Merchant West Sci Balanced Plus B (0P0000XBPC)
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22/11 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 330.41M
Type:
Fund
Market:
South Africa
Issuer:
Sanlam Collective Investments
ISIN:
ZAE000170494
Asset Class:
Equity
Counterpoint Sanlam Coll Inv Bal PA
1.856
-0.000
-0.02%
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0P0000XBPC Overview
On this page you'll find an in-depth profile of Merchant West Sci Balanced Plus B. Learn about the key management, total assets, investment strategy and contact information of 0P0000XBPC among other information.
Investment Strategy
The Fund aims to provide a high long term total return. Investments may comprise assets in liquid form, money market instruments, corporate debt, equities, bonds, property securities, preference shares, convertible equities, derivatives and non-equity securities. The portfolio may invest in financial instruments, offshore investments, unlisted forward currency, interest rate and exchange rate swap transactions. The manager may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes. Where the aforementioned schemes are operated in territories other than South Africa they will be included only where the regulatory environment is of sufficient standard to provide investor protection at least equal to that in South Africa. The portfolio will maintain an equity exposure of between 60 and 75%. It conforms to regulations governing retirement portfolio investments
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Dowse | - | 2021 | Now |
| Biography | Andrew joined Grindrod Asset Management in early 2013 and is currently a Portfolio Manager. Andrew has worked as a Product Development Analyst at Symmetry within the Old Mutual Group and then in the offshore hedge fund division at Maitland. Prior to joining Grindrod Asset Management, Andrew worked at Insinger de Beaufort BNP Paribas, a boutique asset manager and family wealth office. The company’s head office is in Amsterdam and the parent company BNP Paribas is based in Paris. As a member of the investment committee Andrew was responsible for global fund research, analysing all investment products including the more exotic asset classes of hedge funds and structured products. He was also responsible for much of the reporting and analysis of client portfolios including attribution reports and compliance with GIPS reporting standards. He also traded and balanced all offshore and local private client investment mandates and was actively involved in the management of the South African Fund of Funds within the firm. | ||
| Raymond Shapiro | - | 2021 | Now |
| Biography | Raymond started his career at The Standard Bank Group, completing his articles under the group’s TOPP programme, specializing in financial management. During this time he gained exposure to various areas of the bank including treasury, tax, African operations and asset management. He joined Melville Douglas Investment Management in 2007 as an equity analyst, later also becoming a portfolio manager. During his time at Melville Douglas he gained experience in both domestic and global portfolio management, specializing in local and international stock selection and research. He was instrumental in building the firm’s global direct equities capability, including its global equity fund. Raymond is the Head of Equities at Counterpoint. | ||
| Steve Mills | CIO (Chief Investment Officer) | 2012 | 2017 |
| Biography | Steve started his investment career at Old Mutual in 1988 as an equity analyst. He was a founder member of Investec Asset Management and thereafter spent most of his career in the position of Chief Investment Officer in companies including Norwich Investments and Fleming Martin Asset Management. Steve was also the Managing Director of Capital Alliance Asset Management during its founding years. More recently, Steve headed the Absolute Return Boutique at Sanlam Investment Management, which grew from a fledgling business to a leader in its category with over R15bn in assets under management. During this period, Steve was awarded the coveted Raging Bull Award for the Balanced Fund Category for 5 year investment performance. Steve joins Counterpoint in the capacity of Chief Investment Officer. | ||
| Alex Pestana | Portfolio Manager | 2012 | 2017 |
| Biography | After completing his Ph.D., Alex did his postdoctoral studies in Paris with Nobel-prize winner Sir Derek Barton. Alex started his investment career at Capital Alliance Asset Management as a quantitative analyst and economist. He joined Fleming Martin Asset Management in 1997 as head of Fixed Interest, where he took the bond fund to first place in the bond fund unit trust category. Alex joined Sanlam Investment Management’s fixed interest team in 1999, and after three years joined the SIM strategy team. He received the coveted SIM CEO award for his contribution to the Sanlam group in 2002. He was appointed chief investment strategist in 2004, a position he held until 2007 when he joined Steve Mills in the Absolute Return boutique, where they jointly managed a range of multi asset class funds. Alex joins Counterpoint Asset Management in the role of portfolio manager responsible for fixed interest. | ||
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