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The portfolio is an income generating local fund of funds. The investment objective of this portfolio is to achieve a high level of sustainable income and stability of capital invested. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests in portfolios of collective investment schemes investing in equity securities, property shares, property related securities, non-equity securities and money market instruments. To provide a limited level of capital protection, the portfolio’s equity exposure may be as high as 40% of the portfolio’s net asset value. The composition of the portfolio shall reflect the investment structure of a conservatively managed retirement fund.
Name | Title | Since | Until |
---|---|---|---|
Roeloff Horne | Portfolio Manager | 2010 | Now |
Biography | Roeloff is a Director and Fund Manager of MitonOptimal in South Africa. He is the Lead Fund Manager of the MitonOptimal IP Diversified Income Fund of Funds and the MitonOptimal IP Worldwide Flexible Fund of Funds. He is a founder and director of Eagle Asset Management (now MitonOptimal Multi-Asset Management, after finalisation of merger) and Bond Street Financial Services. He founded Bond Street Financial Services in 2000 and was instrumental in structuring the company as a Global Private Wealth Management Company, focused to serve a select group of financial advisors with investment advice and portfolio management services. He has managed the Sentinel Diversified Income and Worldwide Flexible Fund of Funds since its inception in 2005 and 2008 respectively. |
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