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The portfolio will invest in assets in liquid form, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits, money market instruments, debentures, preference shares, property securities and non-equity securities deemed appropriate in order to achieve the portfolio’s objective. Apart from the above, the portfolio may also invest in participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and the trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
Name | Title | Since | Until |
---|---|---|---|
Lance Vogel | - | 2014 | Now |
Biography | Dr. Lance Vogel is the Chief Investment Officer of the Analytics Group. Dr Vogel was head of the Investec Analytics business for 3 years, responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring, SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction. Lance was rated by Financial Mail and Finance Week as one of the top three derivates analysts for three years running. Before a career change took him into the world of finance, he was Chief Scientist at the Atomic Energy Corporation. |
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