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1.972
+0.003
+0.17%
04/11 - Delayed Data. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Discovery Life Collective Inv
ISIN:
ZAE000107496
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 2.56B
Discovery Moderate Balanced Fund
1.972
+0.003
+0.17%
- Overview
- Profile
- Historical Data
- Holdings
Discovery Moderate Balanced Fund Overview
On this page you'll find an in-depth profile of Discovery Moderate Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000IR39 among other information.
Investment Strategy
The fund's main objectives are: Steady income and capital growth, Equity exposure moderated, Low to moderate risk profile
Contact Information
Address
2146
Johannesburg,
South Africa
Johannesburg,
South Africa
Phone
+27 (0)11 529 2888
Fax
+27 (0)11 539 5777
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Hannes Van Den Berg | - | 2020 | Now |
| Biography | Hannes is the co-head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. His focus is on the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers. Hannes holds a Bachelor of Accounting Honours as well a Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder. | ||
| Sam Hartard | - | 2018 | Now |
| Chris Freund | - | 2012 | Now |
| Biography | Chris is the Head of SA Equity & Multi Asset at Investec Asset Management and the lead portfolio manager for our SA multi-asset strategies. He joined the firm in 2005 having left Futuregrowth Asset Management, where he served as head of equities and portfolio manager from 2001. When he first joined RMB Asset Management (RMBAM) in 1993, he spent nine years as an analyst, portfolio manager and ultimately, director. During this time, he managed a number of portfolios including balanced portfolios for many retirement funds, as well as the RMB General Equity Unit Trust. Still with RMBAM, he relocated to Cape Town in 2000 to take responsibility for the Public Investment Corporation equity portfolio outsourced by Futuregrowth, before formally joining Futuregrowth in 2001. Following the completion his articles, he joined JD Anderson stockbrokers as a banks/insurance analyst in 1990. Chris graduated from the University of Cape Town with a Bachelor of Commerce degree and holds a Bachelor of Computations (Hons) (Certificate in Theory of Accounting) degree from the University of South Africa. Chris is a Chartered Accountant (SA) and is also a CFA Charterholder. | ||
| Sumesh Chetty | - | 2007 | 2012 |
| Biography | Sumesh is a portfolio manager at Ninety One within our Quality team. He has responsibility for our absolute return strategies and is co-portfolio manager of the Cautious Managed Fund and the Absolute Balanced Fund. He joined the firm in 2007 from Metropolitan Asset Managers where he managed the Metropolitan Absolute Return Fund from 2005. Before joining Metropolitan, Sumesh spent three years as an investment actuary at Metropolitan Employee Benefits, where he was responsible for managing smooth bonus funds. Sumesh began his career at Swiss Re Life & Health, where he spent over three years as an actuarial specialist. Sumesh graduated from the University of Cape Town with a Bachelor of Business Science (Hons) degree in Actuarial Science and a postgraduate diploma in Actuarial Science. He is also a Fellow of the Institute of Actuaries in the United Kingdom. | ||
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