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The primary objective of the portfolio is to offer medium to long-term capital growth. The portfolio will invest in a flexible combination of investments in equity, bond, money, or property markets to maximise total returns over the long term. The portfolio will be actively managed with exposure to various asset classes being varied to reflect changing economic and market circumstances, to maximise returns for investors. There will be no geographical restrictions or limitations on the relative exposure of the portfolio to any asset class. The portfolio will have a maximum permitted offshore exposure of 60%.
Name | Title | Since | Until |
---|---|---|---|
Scott Campbell | Managing Director | 2012 | Now |
Biography | Scott began his career with AMP Group in New Zealand in 1989. He then joined Appleton in 1996 in South Africa and was appointed Managing Director of Appleton International in 1997. He moved the location of the operation to London in 2000 and successfully continued the development of the business as CEO whilst also acting as Chief Investment Officer. Scott has achieved a five star ranking and awards from Standard & Poor's for the management of several of the Appleton range of offshore funds. He left in April 2002 to found Optimal Fund Management in South Africa in July 2002, which merged with Miton in November 2005 to form MitonOptimal. Scott is Managing Director of MitonOptimal and lead fund manager for the Offshore Core Diversified Fund. | ||
Roeloff Horne | Portfolio Manager | 2012 | Now |
Biography | Roeloff is a Director and Fund Manager of MitonOptimal in South Africa. He is the Lead Fund Manager of the MitonOptimal IP Diversified Income Fund of Funds and the MitonOptimal IP Worldwide Flexible Fund of Funds. He is a founder and director of Eagle Asset Management (now MitonOptimal Multi-Asset Management, after finalisation of merger) and Bond Street Financial Services. He founded Bond Street Financial Services in 2000 and was instrumental in structuring the company as a Global Private Wealth Management Company, focused to serve a select group of financial advisors with investment advice and portfolio management services. He has managed the Sentinel Diversified Income and Worldwide Flexible Fund of Funds since its inception in 2005 and 2008 respectively. | ||
Management Team | - | 2010 | 2012 |
Biography | Team Managed | ||
Joanne Baynham | - | 2010 | 2012 |
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