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The Southern Charter BCI Worldwide Flexible Fund of Funds primary objective is to generate moderate to high long term total returns. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes. Investments to be included may, apart from assets in liquid form, consist solely of participatory interests in local and global portfolios of collective investment schemes investing in interest bearing securities (including, but not limited to bonds, inflation linked notes and bonds, convertible bonds, debentures, corporate debt, cash deposits and money market instruments) as well preference shares, equity securities, property securities, convertible equities, derivatives and non-equity securities.
Name | Title | Since | Until |
---|---|---|---|
Ursula Maritz | CIO (Chief Investment Officer) | 2013 | 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 | 2013 | 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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