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The Lunar BCI Worldwide Flexible Fund aims to explore local and global investment opportunities in order achieve a high long term total return for investors by way of a worldwide flexible portfolio actively investing across different asset classes. The portfolio may invest in global and local equity securities, government bonds, corporate bonds and inflation linked bonds, debentures, fixed interest securities, property shares, property related securities, preference shares, money market instruments, non-equity securities and assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
Name | Title | Since | Until |
---|---|---|---|
Carl Isernhinke | Chief Investment Officer | 2016 | Now |
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