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1.491
+0.004
+0.26%
21/11 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 184.03M
Mergence CPI + 4% Prime Fund B2
1.491
+0.004
+0.26%
- Overview
- Profile
- Historical Data
- Holdings
Mergence Cpi + 4% Prime Fund B2 Overview
On this page you'll find an in-depth profile of Mergence Cpi + 4% Prime Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000XUE0 among other information.
Investment Strategy
The Mergence CPI + 4% Prime Fund is a collective investment scheme that aims to provide investors with capital growth over the long term. The Fund is managed with the objective of producing a real return of CPI plus 4% per annum over the longer term while preserving capital over rolling 12-month periods. It may underperform relative to overall equity markets due to its focus on capital preservation and long-term capital growth.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mohamed Ismail | Portfolio Manager | 2021 | Now |
| Biography | Mohamed Ismail is a fixed-income analyst and portfolio manager in the Momentum Investments fixed-income team and is responsible for co-managing the institutional bond and income portfolios. He has over seven years’ experience in the interest rate market with a special focus on fixed-income derivatives. Prior to joining Momentum he was head of fixed-income at Sanlam Capital Markets. He holds degrees in Advanced Mathematics of Finance and Actuarial Science, and is a certified FRM and CFA charter-holder. | ||
| Fazila Manjoo | - | 2020 | Now |
| Biography | Fazila completed her BSc in Mathematical statistics in 2002, followed by a post graduate managerial and actuarial science course at UCT. She is currently busy with her CFA qualification. Fazila joined Alexander Forbes as an actuarial specialist from 2005 to 2007. Thereafter she moved to Old Mutual Symmetry, where she was responsible for risk and quantitative research. Fazila joined Prescient in September 2011 and is responsible for quantitative equity and market research. | ||
| Bradley Preston | - | 2012 | Now |
| Biography | Brad has engaged in the asset management industry since 2006. He is a regular commentator in the media and well known for his views on responsible investing. In 2004 Brad received an MSc in Financial Mathematics from UCT with distinction for his thesis on derivative pricing. He joined Mergence Investment Managers in 2005 as part of the absolute return team. Brad is currently Director: Listed Investments. He heads up the equity investment product offering and is also Portfolio Manager of the Mergence ESG Equity Fund. Brad is a member of the Executive Committee of Mergence Investment Managers. | ||
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