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The primary objective of the MITONOPTIMAL IP ACTIVE BETA FUND is to deliver capital growth over the medium to long term at moderate to high levels of volatility while maintaining a low Total Expense Ratio (TER). The generation of income will be of secondary importance. The portfolio will aim to outperform its benchmark through active asset allocation. This will be managed in a top-down approach depending on macro economic, fundamental, valuation and technical factors. The portfolio will aim to outperform its asset allocation benchmark over a 4 year rolling period. In order to keep the TER low, the portfolio will invest in a combination of passive ETF instruments and / or index tracking funds as well as equity, bonds, money market and property securities. The direct holdings will be managed on an index replication basis but this fund will not track any index.
Name | Title | Since | Until |
---|---|---|---|
Roeloff Horne | Portfolio Manager | 2014 | Now |
Biography | Roeloff is a Director and Fund Manager of MitonOptimal in South Africa. He is the Lead Fund Manager of the MitonOptimal IP Diversified Income Fund of Funds and the MitonOptimal IP Worldwide Flexible Fund of Funds. He is a founder and director of Eagle Asset Management (now MitonOptimal Multi-Asset Management, after finalisation of merger) and Bond Street Financial Services. He founded Bond Street Financial Services in 2000 and was instrumental in structuring the company as a Global Private Wealth Management Company, focused to serve a select group of financial advisors with investment advice and portfolio management services. He has managed the Sentinel Diversified Income and Worldwide Flexible Fund of Funds since its inception in 2005 and 2008 respectively. |
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