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Personal Trust Prudent Fund Of Funds A (0P0000JZ9W)

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6.219 -0.030    -0.56%
13/11 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000054144 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.81B
Personal Trust Prudent Fund of Funds A 6.219 -0.030 -0.56%

Personal Trust Prudent Fund Of Funds A Overview

 
On this page you'll find an in-depth profile of Personal Trust Prudent Fund Of Funds A. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ9W among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

1.81B

Expenses

2.13%

Inception Date

Sep 01, 2006

Investment Strategy

The primary investment objective of the Personal Trust Prudent Fund of Funds is to seek above average returns with below average risk for investors, with passive asset allocation. The portfolio will invest in a flexible combination of portfolios of collective investment schemes containing securities in equity, bond and property markets. The strategy of the fund is to maintain the asset allocation blend irrespective of changing market conditions, in order to reduce volatility of returns for investors. The investment manager, however, has flexibility to vary the asset allocation in such manner as to reduce the risk profile of the fund.

Contact Information

Address Rondebosch, 7700
Cape Town,
South Africa
Phone +27 (0)21 689 8975
Fax +27 (0)21 686 9093

Top Executives

Name Title Since Until
Glenn Evan Moore Director 2006 Now
Biography Glenn is a highly qualified and experienced investment analyst, portfolio strategist and decision-maker. His conservative and value-based yet contrarian investment management style has withstood the test of time. Glenn is the Director of Investment Management Services, and holds a BComm (Hons).
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