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Portfoliometrix Bci Global Equity Fund Of Funds B2 (0P0001543T)
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19/12 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 9.76B
PortfolioMetrix BCI Global Equity Fund of Funds B2
3.323
-0.030
-0.85%
- Overview
- Profile
- Historical Data
- Holdings
0P0001543T Overview
On this page you'll find an in-depth profile of Portfoliometrix Bci Global Equity Fund Of Funds B2. Learn about the key management, total assets, investment strategy and contact information of 0P0001543T among other information.
Investment Strategy
The objective of the fund is to secure high long-term capital growth. Investments to be included in the portfolio will, apart from assets in liquid form, consists solely of participatory interests and other forms of participation of global 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, investing in amongst others, equity securities, property securities, non-equity securities, money market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest bearing instruments and securities. The portfolio’s equity and offshore exposure will always exceed 80% of its net asset value.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brandon Zietsman | - | 2014 | Now |
| Biography | Brandon started his career at Investec in 1994 before joining RMB Fund managers, where he headed up product development at RMB Fund Managers in 1995. During this time, much pioneering work was done in derivative structuring. In 1997, Brandon additionally assumed responsibility for the sales division and was appointed as a director of the company. In 1999, Brandon joined Mercury Consolidated Holdings (a boutique financial services firm engaging in specialised structuring, broking and risk management) as a director and co-head of structured products, where a number of global-first products were successfully developed. Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts, which he held until 2008. During his tenure as CEO, Brandon was a member of a number of FirstRand boards and executive committees. He was also actively involved in the broader industry, sitting on the board of the Association of Collective Investments (he was Deputy Chair in 2006) and chaired the industry governance committee for three years. He was also a frequent presenter on expert technical issues and often participated in industry panel discussions. Brandon was approached by Barclays in 2008 to Head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. He was actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation for the group after his departure on a consultancy basis. In early 2010, Brandon left the corporate environment and founded PortfolioMetrix. He is a CFA charter holder, has a Bachelor of Commerce degree and a post graduate diploma in tax law from Wits University. | ||
| Brendan de Jongh | - | 2014 | Now |
| Liam Dawson | - | 2014 | Now |
| Phil Bradford | - | 2014 | Now |
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