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Personal Trust Equity Fund (0P0000LZ3Y)

Johannesburg

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2.293 -0.020 -0.80%

13/11 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 855.42M

Type: Fund

Market: South Africa

ISIN: ZAE000137725

Asset Class: Equity

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0P0000LZ3Y Overview

On this page you'll find an in-depth profile of Personal Trust Equity Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000LZ3Y among other information.

Investment Strategy

The Personal Trust Equity Fund is a domestic, general equity portfolio. The primary investment objective of the portfolio is to seek long term capital growth through exposure to the South African equity market. In order to achieve its objective, the portfolio will normally be predominantly invested in quality SA equity securities with long term growth potential, subject to statutory investment limitations. The portfolio will invest in a mix of SA equity securities and assets in liquid form. The portfolio may also include participatory interests in portfolios of collective investment schemes registered in South Africa.

Contact Information

Address Rondebosch, 7700
Cape Town,
South Africa

Phone +27 (0)21 689 8975

Fax +27 (0)21 686 9093

Web www.ptrust.co.za

Top Executives

Name	Title	Since	Until
Mark Huxter	Portfolio Manager	2015	Now
Biography	Mark has over 30 years of experience in the bond and equity markets managing clients’ funds, both on a discretionary and non-discretionary basis. He has a long association with Personal Trust. Mark has always worked for stockbroking firms and has firsthand experience of the changing world of stockbroking. He was working at Simpson McKie when the partners sold the business to HSBC. When HSBC sold the business to Investec a number of years later, he and a number of his colleagues left to set up an office for Barnard Jacobs and Mellet in Cape Town. A few years ago BJM was bought by First National Bank.
Sandy John le Roux	Director	2009	2015
Biography	Sandy joined Personal Trust International in 1996. He works alongside Glenn Moore in the investment management department and thrives on the challenges the markets continually provide. Sandy is currently the Director of Investment Management Services, he holds a BComm.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Personal Trust Eq.	2.293	-0.020	-0.80%