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The portfolio is a flexible worldwide fund of funds. The objective of the portfolio is to maximise long term total returns. It will invest in a broad range of participatory interests and other forms of participation in schemes covering a broad range of investment philosophies. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests and other forms of participation of local and global collective investment schemes. The portfolio will mainly invest in equity securities, property securities, non-equity securities, bonds, preference shares and money market instruments based portfolios. The manager shall have the maximum flexibility to vary assets between the various markets, asset classes and countries to reflect the changing economic and market conditions, subject to that the portfolio’s international exposure remains within a range of 25% to 80% of the portfolio’s net asset value.
Name | Title | Since | Until |
---|---|---|---|
Scott Campbell | Managing Director | 2012 | Now |
Biography | Scott began his career with AMP Group in New Zealand in 1989. He then joined Appleton in 1996 in South Africa and was appointed Managing Director of Appleton International in 1997. He moved the location of the operation to London in 2000 and successfully continued the development of the business as CEO whilst also acting as Chief Investment Officer. Scott has achieved a five star ranking and awards from Standard & Poor's for the management of several of the Appleton range of offshore funds. He left in April 2002 to found Optimal Fund Management in South Africa in July 2002, which merged with Miton in November 2005 to form MitonOptimal. Scott is Managing Director of MitonOptimal and lead fund manager for the Offshore Core Diversified Fund. | ||
Roeloff Horne | Portfolio Manager | 2012 | 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. | ||
Management Team | - | 2010 | 2012 |
Biography | Team Managed | ||
Joanne Baynham | - | 2010 | 2012 |
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