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The PrivateClient BCI Worldwide Flexible Fund is a worldwide multi-asset flexible portfolio which aims to deliver a high long term total return. The manager shall have the maximum flexibility to vary assets between the various markets, asset classes and countries to reflect the changing economic and market conditions. It may invest in global and local equity securities, interest bearing 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 |
---|---|---|---|
Grant Alexander | - | 2016 | Now |
Biography | A Chartered Accountant with an Honours degree in taxation and a Masters degree in commercial law, Grant has investment qualifications from the Securities Institute (London) and a B.Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business. Grant is responsible for Portfolio Management and is the Chairman of the Investment Committee. |
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