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The Wealth Associates BCI Moderate Fund of Funds is to offer investors a moderate long term total return. The portfolio will have a moderate risk profile and have investment exposure across multiple asset classes. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. On a look through basis, the portfolio's equity exposure will ranging between 0% and 60% of the portfolio's asset value.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Marc du Plooy | - | 2016 | 2022 |
Biography | Marc has over 30 years experience in the financial services industry. He has a knack for lateral thinking and is an intuitive but analytical decision maker. He has shown his worth by successfully identifying, implementing and developing business and market opportunities and producing profitable results. Marc has held positions as General Manager, Finance & Strategy Executive, Chief Operating Officer, Executive and Non Executive Director positions of several diversified Financial Services Companies and is currently the Managing Director of Wealth Associates South Africa. |
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