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The fund is a specialist income generating portfolio. The investment objective of the portfolio is to achieve a high level of sustainable income and stability of capital invested. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest bearing securities, non-equity securities, money market instruments, preference shares and assets in liquid form. The portfolio will comply with prudential investment guidelines to the extent allowed for by the Act. However, the portfolio’s equity exposure may be as high as 10% of the portfolio’s net asset value, whilst its property exposure may be as high as 25%. In order to achieve the portfolio objective, the asset allocation will be actively managed and will continually reflect the portfolio manager’s view of the relative attractiveness of the various asset classes.
Name | Title | Since | Until |
---|---|---|---|
Nolan Wapenaar | Head of Fixed Income | 2017 | Now |
Biography | Nolan obtained his MCom degree from the University of the Witwatersrand and is a CA(SA). He gained experience in trading and structuring fixed income at both Rand Merchant Bank and Deutsche Bank. He previously headed the Deutsche Bank European Structured Credit Finance trading desk with assets under management in excess of $3 billion. | ||
Peter Armitage | - | 2015 | 2017 |
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