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The Southern Charter BCI Growth Fund of Funds aims to provide investors with capital growth of 7% above inflation over the longer term by investing in a combination of asset classes including local and international equities, fixed interest, property and cash. As the Fund has a high allocation growth assets, it is ideal for investors with a long investment horizon, who seek capital growth and who are at least 10 years from retirement. The fund is Regulation 28 compliant.
Name | Title | Since | Until |
---|---|---|---|
Ursula Maritz | CIO (Chief Investment Officer) | 2009 | Now |
Biography | Ursula has a BA(Hon) in Economics and BCom Honours from UCT. She is responsible for the overall investment process and strategy at Southern Charter Private Wealth. Ursula was formerly a senior portfolio manager and Co-Head of Asset Allocation at Sanlam Multi-Managers. She has gained extensive investment experience at OMAM, Foord and Mercer Investment Consulting. | ||
Mark Thompson | founder | 2007 | Now |
Biography | Mark Thompson is the strategic thinker, scenario planner, and founder of Southern Charter and the driver behind Southern Charter’s risk-profiled life cycle investment strategy. He is also the creator of the three award-winning funds: Growth, Balanced and Defensive fund. Educated at UCT and articled to Arthur Young, Mark has been managing and safeguarding his clients’ investments successfully since before the October 1987 crash. |
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