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Discovery Balanced Fund (0P0000IR2N)

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3.003 +0.004    +0.12%
00:00:00 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 44.52B
Type:  Fund
Market:  South Africa
Issuer:  Discovery Life Collective Inv
ISIN:  ZAE000107504 
Asset Class:  Equity
Discovery Balanced Fund 3.003 +0.004 +0.12%

0P0000IR2N Overview

 
On this page you'll find an in-depth profile of Discovery Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000IR2N among other information.
Category

ZAR/NAD Flexible Allocation

Total Assets

44.52B

Expenses

1.99%

Inception Date

Nov 06, 2007

Investment Strategy

The fund aims to achieve high returns over the long term with moderate volatility. The fund further aims to produce steady, stable growth in income and capital values in a balanced manner.

Contact Information

Address 2146
Johannesburg,
South Africa
Phone +27 (0)11 529 2888
Fax +27 (0)11 539 5777

Top Executives

Name Title Since Until
Hannes Van Den Berg - 2020 Now
Biography Hannes is the co-head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. His focus is on the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers. Hannes holds a Bachelor of Accounting Honours as well a Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.
Sam Hartard - 2018 Now
Chris Freund - 2007 Now
Biography Chris is the Head of SA Equity & Multi Asset at Investec Asset Management and the lead portfolio manager for our SA multi-asset strategies. He joined the firm in 2005 having left Futuregrowth Asset Management, where he served as head of equities and portfolio manager from 2001. When he first joined RMB Asset Management (RMBAM) in 1993, he spent nine years as an analyst, portfolio manager and ultimately, director. During this time, he managed a number of portfolios including balanced portfolios for many retirement funds, as well as the RMB General Equity Unit Trust. Still with RMBAM, he relocated to Cape Town in 2000 to take responsibility for the Public Investment Corporation equity portfolio outsourced by Futuregrowth, before formally joining Futuregrowth in 2001. Following the completion his articles, he joined JD Anderson stockbrokers as a banks/insurance analyst in 1990. Chris graduated from the University of Cape Town with a Bachelor of Commerce degree and holds a Bachelor of Computations (Hons) (Certificate in Theory of Accounting) degree from the University of South Africa. Chris is a Chartered Accountant (SA) and is also a CFA Charterholder.
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