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The Sanlam Multi Managed Institutional Prudential Balanced Fund Two is a portfolio with moderate risk qualities and the primary objective is to deliver capital growth over the medium to long term at volatility levels that reflect a moderate risk profile. The portfolio will invest in a combination of equities, bonds, money market instruments, listed property as well as international equities and fixed interest investments. The portfolio will be broadly diversified across asset classes. Active asset allocation and securities selection strategies appropriate to the needs of moderate investors will be followed. This portfolio will be managed in accordance with regulations governing pension funds. The investment manager will also be allowed to invest in financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective. This is an institutional portfolio, which will form part of a multi manager solution.
Name | Title | Since | Until |
---|---|---|---|
Rob Oellermann | - | 2014 | Now |
John Bungey | - | 2013 | 2014 |
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