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The Fund is an equity-focused portfolio. The Portfolio’s investment objective is to create long-term wealth through a combination of income and capital growth of the underlying securities held in the portfolio. The manager shall seek to achieve this objective by investing in local and global instruments consisting of equity securities, preference shares, debentures, bonds, money market instruments, interest bearing securities, non-equity securities, property related securities listed on exchanges and assets in liquid form. The portfolio’s equity exposure will always exceed 80% of its net asset value.
Name | Title | Since | Until |
---|---|---|---|
Vanessa Hofmeyr | Portfolio Manager | 2019 | Now |
Biography | Vanessa Hofmeyr has worked in financial services since 1988. She joined Investec Asset Management from Coronation Fund Managers where she was a founding member. After beginning her career with the Johannesburg Stock Exchange and the Small Business Development Corporation, she worked for Syfrets Managed Assets as a portfolio manager and investment analyst. She has a Commerce degree from the University of Cape Town and is a Chartered Financial Analyst ® charterholder. | ||
Ulf Brinkmann | - | 2019 | Now |
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