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The objective of the portfolio is to provide investors with a reasonable long term (defined as 5 years or longer) total return by way of a worldwide equity portfolio actively investing in equities, both locally and internationally. The portfolio will invest predominantly in equities from equity markets across all market sectors, both locally and abroad. The minimum equity exposure will be aligned with that of the ASISA Worldwide Equity Sector. If deemed necessary, listed and unlisted financial instruments (derivatives) may be used to reduce risk. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
Name | Title | Since | Until |
---|---|---|---|
Johan van Reenen | - | 2021 | Now |
Lizelle Pelser | - | 2021 | Now |
Anton Botha | - | 2021 | 2019 |
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