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The Fund's objective is to provide a moderate long term total return. Investments may comprise assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities, derivatives and non-equity securities. The manager may invest in participatory interests or any other form of participation in portfolios of collective investment schemes. The portfolio may invest in financial instruments. The manager may also include forward currency, interest rate and exchange rate swap transactions. The portfolio will comply with prudential investment guidelines applicable to retirement funds. Equity will range between 0% and 75%. Nothing contained in the investment policy shall preclude the manager from varying the proportions of the aforementioned securities and assets in liquid form, or the assets themselves, should changing economic factors or market conditions so demand
Name | Title | Since | Until |
---|---|---|---|
Geoff Blount | - | 2023 | Now |
Alex Cook | - | 2014 | Now |
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