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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 | Head | 2006 | 2011 |
Biography | Jean-Pierre du Plessis is the Head of Single Managers at Efficient Select. In his role as Head of the Single Manager boutique he is responsible for the management of 5 directly invested unit trusts as well as overseeing the day-to-day functioning of the investment team. Along with Brendan Vadas, JP is currently the co-manager of the Efficient Equity, Prudential, Property, Money Market and Active Allocation unit trusts. JP joined the group in July 2004 after completing a B.Business Science (Finance Hons) at UCT. He began his career as an analyst and given the boutique nature of the company was able to gain experience in all equity sectors and asset classes. He was appointed as a Fund Manager in 2007 and head of the division in March 2010. |
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