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CLAIM SALE
37.205
+0.290
+0.79%
23/12 - Closed. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Momentum Collective Investments
ISIN:
ZAE000161519
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 2.38B
Momentum Focus 5 Fund of Funds B1
37.205
+0.290
+0.79%
- Overview
- Profile
- Historical Data
- Holdings
Momentum Focus 5 Fund Of Funds B1 Overview
On this page you'll find an in-depth profile of Momentum Focus 5 Fund Of Funds B1. Learn about the key management, total assets, investment strategy and contact information of 0P0000UGLC among other information.
Investment Strategy
A specialist portfolio aiming to secure a consistent real total return gross of fees in excess of inflation plus 5% p.a. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is 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, investing in equity securities, property securities, non-equity securities, bonds, money market instruments, preference shares, financial instruments and debentures. The portfolio's equity exposure will range between 40 and 65%. The composition of the portfolio shall reflect the investment structure of a retirement fund with a cautious risk profile and shall comply with the prudential guidelines
Contact Information
Address
Sandton, 2196
Johannesburg,
South Africa
Johannesburg,
South Africa
Phone
+27 (0)11 505 1999
Fax
+27 (0)11 505 1877
Web
www.rmbam.co.za
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ronnie Borman | - | 2020 | Now |
| Jako de Jager | Portfolio Manager | 2017 | Now |
| Biography | Jako de Jager has 13 years’ investment industry experience and started his career at mCubed Capital, which later became Advantage Asset Management. His current responsibilities include overseeing portfolio management activities, participating in product development as well as investment manager research. Apart from managing one of the company’s flagship portfolio ranges, Jako has been instrumental in developing and implementing new and exciting local and global investment strategies. | ||
| Eugene Botha | - | 2016 | 2020 |
| Sonja Saunderson | - | 2012 | 2016 |
| Biography | Sonja has 12 years experience in the industry and joined PSG Escher in 2000. Her various roles in the company included research analyst, head of research and deputy chief investment officer before being promoted to chief investment officer in 2010. Sonja lectured Actuarial Science at the North-West University School for Business Mathematics and Informatics before joining the industry. She studied a BSc in Mathematics and Computer Science at North West University, after which she completed a BCom and BCom Hons in Economics and Statistics. She completed a MCom in Statistics and Economics and various actuarial subjects before pursuing a career in the investment industry. Sonja has extensive experience in research and product development side as well as investment processes relating to portfolio management and implementation issues. | ||
| Wayne McCurrie | - | 2010 | 2012 |
| Andrew Vintcent | Head | 2008 | 2010 |
| Biography | Andrew Vintcent joined Stanlib in March 2010 as Head of Research, Vintcent will also manage STANLIB's Prosperity unit trust fund. Previously, Vintcent spent 11 years at RMB Asset Management, both as an analyst and a Portfolio Manager. He joined RMB in 1999 where he filled a variety of roles including Banking Analyst and Head of Financial Research. He managed 2 award winning funds (Raging Bull Awards) – these being the RMB High Tide fund in the Flexible Asset Allocation sector which he ran between 2002 and 2010, and the RMB Strategic Opportunities fund, an equity fund in the Growth sector, which he ran between 2007 and 2010. | ||
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