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The investment objective of the portfolio is to provide investors with stable capital growth while maintaining a moderate level of income. The portfolio maintains a moderate risk profile and is limited to a maximum equity exposure of 40%. The portfolio complies with the investment guidelines governing retirement funds.
Name | Title | Since | Until |
---|---|---|---|
Eugene Cloete | - | 2015 | Now |
Biography | Eugene joined Investec Asset Management (IAM) in 1997 as a broker consultant, marketing the full range of IAM products. In 2001, Eugene joined Fortis Bank in London, marketing their private banking services to wealthy South African clients. In 2003, he returned to South Africa and joined Investec Private Bank in the Wealth Management team as a private banker for ultra high net worth individuals focusing specifically on providing investment and wealth management solutions. Eugene joined PFPS as a director and shareholder in February 2007. |
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