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The Fund is a worldwide multi asset flexible portfolio, having the primary objective of providing investors with a reasonable level of stable long term capital growth in excess of the portfolio’s benchmark. The investments to be acquired for the portfolio may comprise of a mix of equity securities, property shares, property related securities, non-equity securities and assets in liquid form locally and offshore. The asset allocation will be actively managed and will continually reflect the portfolio manager's view of the relative attractiveness of the equity, property, bond and money markets. In order to achieve these objectives, the Manager shall have maximum flexibility in terms of asset allocation and shall not be precluded from continually varying the ratio of equity securities, non-equity securities and assets in liquid form.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Luis Levy | - | 2013 | 2022 |
Biography | Luis Levy obtained his B Com degree from University of Cape Town and is a CFA Charter Holder. He has gained valuable experience in fund management at several leading financial institutions before being one of the founders of Mergence Investment Managers. Luis joined Efficient Select as Head of the Specialist Manager Boutique. | ||
Robert Enslin | - | 2013 | 2022 |
Biography | Robert Enslin joined the Efficient Select team in January 2008 after completing a BComm Honours degree in Financial Analysis at the University of Stellenbosch. As the fund of the Efficient Worldwide Flexible Fund, his focus is on offshore listed equities. He is a CFA Charter Holder. | ||
Brendan Vadas | - | 2006 | 2022 |
Jean-Pierre Du Plessis | Director | 2006 | 2011 |
Biography | Jean-Pierre is a Director in the Stonehage Fleming Global Equity Management (South Africa) division and assisted in the establishment of the South African direct equity offering in 2011. He has over 18 years’ experience in equity markets and oversees the direct equity portfolio management process in South Africa. Prior to joining the Group in 2011, Jean-Pierre was Managing Director at a boutique asset management firm where he worked for seven years as an Analyst and Fund Manager. Jean-Pierre qualified from the University of Cape Town with a degree in Business Science (Finance Honours). |
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