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Sanlam Investment Management Financial Fund B2 (0P0000JZID)
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03/03 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 225.22M
Type:
Fund
Market:
South Africa
Issuer:
Sanlam Collective Investments
ISIN:
ZAE000112306
Asset Class:
Equity
Sanlam Investment Management Financial Fund B2
76.712
-0.120
-0.16%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JZID Overview
On this page you'll find an in-depth profile of Sanlam Investment Management Financial Fund B2. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZID among other information.
Investment Strategy
In selecting securities for the SIM Financial Fund, which will be a specialist portfolio the Manager will follow an investment policy which will seek for investors an optimum overall return comprising both capital growth and income. The Manager will focus on achieving this objective where, the securities normally to be included in the portfolio will consist mainly of shares of financial services companies including banks, insurance companies, brokerage firms and related investments. The nature of activities which are predominantly financial, as well as any other securities which are considered to be consistent with the portfolio's investment objectives, cash, and any other securities that the Act may allow from time to time. Apart from the above securities, the fund may also invest in participatory interests of collective investment schemes.
Contact Information
Address
South Africa, 7530
Cape Town,Western Cape 7530
South Africa
Cape Town,Western Cape 7530
South Africa
Phone
+27 (21) 916 1800
Fax
+27 (0)21 947 8224
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Patrice Rassou | Senior Portfolio Manager | 2016 | Now |
| Biography | Patrice joined SIM in 2006 as a Senior Portfolio Manager. He manages the SIM Top Choice Fund and the SIM Growth Fund along with other aggressive equity funds. Prior to joining SIM, Patrice was Head of resources at Omigsa and managed the Omigsa Gold and Omigsa Mining & Resources Fund. | ||
| Roy Chapman | Head | 2011 | 2016 |
| Biography | Roy Chapman joined SIM in 2004 and is Head of Equities Research. He is a member of the Model Portfolio Group (MPG) that forms the house view. He began his investment career at Investec Securities in 1999, where he specialised in the retail sector. | ||
| Eduardo D'Almeida | Head | 2007 | 2011 |
| Biography | Eduardo D'Almedia started his working career as a student actuary at Anglo American Life in 1981 before joining Barclays Industrial Bank in 1983 in the Project Finance division. He held various managerial positions in Project Finance and Corporate Banking, including a number of years with Barclays PLC in London. He Joined SIM in 1999 as a banks analyst and later became head of the financial services sector. | ||
| Kokkie Kooyman | Head | 2004 | 2006 |
| Biography | Kokkie Kooyman joined Sanlam Investment Management in February 2004 to head up and manage active international funds from Capetown for local and international clients. Kooyman was previously with Coronation Fund Managers for 5 years. At Coronation Kokkie started the Coronation Global Financial Fund, which was the top performing financial sector unit trust globally for the 3 year period Kooyman managed it. Before his appointment at Coronation Fund Managers, Kooyman spent 10 years at Old Mutual Asset Management. Initially employed as a retail analyst, he assumed responsibility for the banking and insurance sectors in 1990. He became a portfolio manager and Head of the financial services sector at Old Mutual in 1994. Over the next five years his performance track record with the Old Mutual Financial Services Fund earned him a reputation as one of the leading financial services specialists in South Africa. Kooyman is a qualified Chartered Accountant. | ||
| Adrian Cloete | Portfolio Manager | 2001 | 2004 |
| Jacques Groenewald | Portfolio Manager | 2001 | 2002 |
| Biography | Jacques Groenewald joined Peregrine Capital's Big Rock team in May 2008. Prior to that, he joined Rand Merchant Bank (RMB) as a proprietary trader (2004), and Decillion Fund Management (DFM) in 2002 as a hedge fund manager. He spent 4 years in Sanlam Investment Management (SIM) as a portfolio manager and was involved in various funds. He also started an in-house hedge fund at SIM. Groenewald started in the financial markets as a trader at Boland Bank Treasury in 1993, leaving in 1998 to join SIM. | ||
| Francois van Wyk | - | 2000 | 2001 |
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