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A multi managed general equity portfolio that consists of financially sound equity securities, property shares and property related securities listed on exchanges and assets in liquid form. In selecting securities for this portfolio, where possible, the manager shall seek to sustain high long-term capital growth. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may invest in derivatives that will only be limited by the statutory limitations placed on the inclusion of financial instruments in portfolios. The portfolio equity exposure will always exceed 80% with the balance, if any invested in assets in liquid form. The manager will appoint more than one investment manager to manage the portfolio. Such investment managers will be generally regarded as smaller independent investment companies based upon a certain amount of assets under management to be determined the manager.
Name | Title | Since | Until |
---|---|---|---|
Ronnie Borman | - | 2020 | Now |
Melissa Breda | Portfolio Manager | 2014 | Now |
Biography | Melissa has 10 years’ experience in the investment-management industry, particularly in the management of multi-manager portfolios. She was the head of the performance measurement team before being promoted to the portfolio management team in 2006. Since then, she has been the portfolio manager on bespoke client solutions, as well as pooled portfolios and manages the retail and institutional versions of the company’s flagship portfolio range. Melissa’s expertise in constructing portfolios has led to her assuming responsibility for the company’s portfolio construction in 2011, in addition to her portfolio management and research duties. In her role as head of portfolio construction, she is responsible for the rules and principles by which portfolio managers construct and monitor their investment portfolios. | ||
Jako de Jager | Portfolio Manager | 2014 | Now |
Biography | Jako de Jager has 13 years’ investment industry experience and started his career at mCubed Capital, which later became Advantage Asset Management. His current responsibilities include overseeing portfolio management activities, participating in product development as well as investment manager research. Apart from managing one of the company’s flagship portfolio ranges, Jako has been instrumental in developing and implementing new and exciting local and global investment strategies. | ||
Zee de Gersigny | CIO (Chief Investment Officer) | 2011 | 2013 |
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