Please try another search
The portfolio is a specialist portfolio. The objective of the portfolio is to seek to preserve capital and to maximise income returns for investors. The portfolio will comprise a mix of high yielding equity securities, property, bonds, preference shares and assets in liquid form, both locally and abroad, thereby generating both tax free and taxable income, whilst preserving capital. The portfolio will optimise the asset allocation in order to achieve the fund objective over time. The equity exposure of the portfolio, excluding property and preference shares, would be limited to 20%. The portfolio will conform to legislation governing retirement funds. The portfolio may include non-equity securities which instrument or issuer has been assigned a rating. The portfolio may include such non-equity securities up to the limits indicated in the regulation.
Name | Title | Since | Until |
---|---|---|---|
Ané Craig | Portfolio Manager | 2022 | Now |
John Gilchrist | - | 2019 | Now |
Lyle Sankar | - | 2018 | Now |
Greg Hopkins | CIO (Chief Investment Officer) | 2018 | 2020 |
Biography | Greg is the Chief Investment Officer at PSG Asset Management and co-manages the PSG Global Equity, PSG Equity and PSG Balanced funds. Prior to that he had roles of Analyst and Fund Manager at Merrill Lynch Investment Managers (now Blackrock) in London and SIM Global in South Africa. | ||
Tyron Green | - | 2018 | 2019 |
Paul Bosman | Portfolio Manager | 2015 | 2018 |
Biography | Paul joined PSG in 2004. He began working for PSG Capital as an equity analyst. In November 2004 he joined PSG Tanzanite as an equity analyst. From March 2011 to the present he is working at PSG Asset Management as an equity analyst, specialising in local and offshore listed companies. | ||
Ian Scott | Portfolio Manager | 2013 | 2018 |
Biography | an joined PSG from Stanlib as head of fixed interest in 2013. Ian joined SCMB Asset Management (now Stanlib) in 1999 as a money market dealer. In 2003 he moved from the money market desk to join the capital market desk of the fixed interest team. He was involved in portfolio management and trading of capital market instruments, fixed interest structured products, derivatives and foreign exchange. In 2007 he was promoted to senior portfolio manager fixed interest. Ian is Head of Fixed Income at PSG Asset Management and co manages the PSG Diversified Income Fund and PSG Income Fund. | ||
Mark Seymour | - | 2011 | 2013 |
Neels van Schaik | - | 2006 | 2011 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review