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2.13B
1.19%
Oct 01, 2015
The Fund is an actively managed portfolio, which has a total return objective. This portfolio has a medium to long-term investment horizon. In order to achieve this investment objective, the securities normally to be included in the portfolio will primarily consist of local and global property shares, property loan stocks, participatory interest in collective investment schemes in property, listed and unlimited financial instruments in line with the conditions as determined by legislation from time to time.
Name | Title | Since | Until |
---|---|---|---|
Paul Duncan | Chief Compliance Officer | 2015 | Now |
Biography | As Chief Compliance Officer, Paul ensures that management and employees are in compliance with the firm’s policies and procedures, that regulations are being followed, and that behavior meets the company’s code of ethics. Prior to joining Chevy Chase Trust, Paul worked for Chevy Chase Bank as an Audit Manager. He has twenty years of audit and compliance experience in the financial industry. Paul earned his undergraduate degree from Albright College and his MBA from George Mason University. | ||
Zayd Sulaiman | Portfolio Manager | 2015 | Now |
Ryan Cloete | - | 2015 | Now |
Lance Bezuidenhout | - | 2015 | Now |
Imdaad Nana | - | 2015 | Now |
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