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The EXCALIBUR SANLAM COLLECTIVE INVESTMENTS WORLDWIDE FLEXIBLE FUND OF FUNDS is a high growth, aggressive multi-asset portfolio which invests locally and offshore to maximise capital returns for clients with some risk management to enhance the risk/return trade-off. It follows a flexible approach and will seek out investment opportunities across the investment spectrum to maximise returns. Risk management is part of the investment process and the portfolio will generally have lower volatility and capital drawdowns than a pure equity portfolio. The portfolio aims to achieve its objectives primarily through capital growth. Equities will typically range between 60% and 100%. Offshore allocation will range from 0% to 100%. The fund is not Regulation 28 compliant.
Name | Title | Since | Until |
---|---|---|---|
Naas Meyer | - | 2016 | Now |
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