Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
2.426
+0.010
+0.27%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⚠ NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Alexander Forbes Investments Real Return Focus Fund A (0P0000IRA0)
Add to/Remove from a Portfolio
Add to Watchlist
18/11 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 385.03M
Type:
Fund
Market:
South Africa
Issuer:
Alexander Forbes Investments Unit Trusts Limited
ISIN:
ZAE000049045
Asset Class:
Equity
Alexander Forbes Investments Real Return Focus Fun
2.426
+0.010
+0.27%
- Overview
- Profile
- Historical Data
- Holdings
0P0000IRA0 Overview
On this page you'll find an in-depth profile of Alexander Forbes Investments Real Return Focus Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000IRA0 among other information.
Investment Strategy
The portfolio aims to achieve above inflation returns of 4% ahead of headline CPI after tax, on a three-year rolling basis, at a low risk, under any market conditions. The portfolio is a moderate risk portfolio. The portfolio aims to diversify by investing in equities, non-equity securities, assets in liquid form, as well as listed and unlisted financial instruments, as legislation permits.
Contact Information
Address
PO Box 786055, Sandton
Johannesburg,
South Africa
Johannesburg,
South Africa
Phone
+27 (0)11 505 6000
Fax
+27 (0)11 263 1227
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Senzo Langa | - | 2020 | Now |
| Ernest B. Mabaso | Portfolio Manager | 2011 | Now |
| Biography | Is the portfolio manager of the Equity Portfolio Range | ||
| Suniti Naran | Head | 2008 | 2011 |
| Biography | Suniti Naran began her career in 1995 at Alexander Forbes in the Retirement Funds Division where she was an actuarial specialist performing statutory actuarial valuations of pension funds. In 1999, Suniti moved to London and joined Towers Perrin as an actuarial analyst and was promoted to an actuarial associate in 2000. Again, she performed statutory pension fund valuations. She was also involved in disclosure calculations for pension fund reporting and the preparation of disclosure reports. She assisted in creating an asset liability model. She was involved in performing benefit audits for various European clients to harmonise benefits in different countries. At the end of 2001, Suniti moved back to South Africa and pursued her actuarial exams. In 2004, Suniti joined Investment Solutions as an assistant in the Large Institutional Client Servicing area. She was responsible for compiling reports for large clients on a quarterly basis as well as servicing these clients. She also presented to clients on alternative structured product solutions. After spending a year in this department, Suniti joined the Investment Team as a portfolio manager of the local balanced, real return and Namibian portfolio ranges. Suniti plays an integral role in constructing, managing and monitoring these portfolios. In September 2009, she was appointed as a director on the Investment Solutions Unit Trust Board. In November 2009, Suniti was promoted to head up the Multi Asset Class Team. | ||
| Sinead Brook | Portfolio Manager | 2008 | 2011 |
| Biography | Sinead has an asset management and asset consulting background, and specialises in the Real-Return portfolios. She co-manages Niche portfolio, Multi-Asset class, Real-Return and the Single-Manager portfolio ranges. | ||
Write your thoughts about Alexander Forbes Investments Real Return Focus Fund A
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review