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The fund aims to provide investors with medium to high long-term capital growth. Equity will be between 0% and 60%. The fund shall reflect the investment structure of a medium risk retirement fund, complying with prudential investment guidelines. 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, or similar schemes operated in territories with a regulatory environment of a sufficient standard to provide investor protection at least equivalent to that in South Africa. The portfolio will invest in a wide spectrum of markets, including equity, bond, money and property markets and may have exposure to financial instruments. Nothing shall preclude the manager from varying the ratios of securities in changing economic environment or market conditions, and from retaining cash or placing cash on deposit. The manager may close the portfolio to new investors
Name | Title | Since | Until |
---|---|---|---|
Paul Marais | - | 2013 | Now |
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