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Southern Charter Bci Growth Fund Of Funds A (0P0000IQSC)

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3.186 +0.003    +0.09%
24/01 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 1.31B
Type:  Fund
Market:  South Africa
Issuer:  Boutique Collective Investments
ISIN:  ZAE000103867 
Asset Class:  Equity
Southern Charter BCI Growth Fund of Funds A 3.186 +0.003 +0.09%

0P0000IQSC Overview

 
On this page you'll find an in-depth profile of Southern Charter Bci Growth Fund Of Funds A. Learn about the key management, total assets, investment strategy and contact information of 0P0000IQSC among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

1.31B

Expenses

1.69%

Inception Date

Oct 26, 2007

Investment Strategy

The Southern Charter BCI Growth Fund of Funds aims to provide investors with capital growth of 7% above inflation over the longer term by investing in a combination of asset classes including local and international equities, fixed interest, property and cash. As the Fund has a high allocation growth assets, it is ideal for investors with a long investment horizon, who seek capital growth and who are at least 10 years from retirement. The fund is Regulation 28 compliant.

Contact Information

Address Steenberg Road
Cape Town, 7945
South Africa
Phone +27 (21) 700 1000

Top Executives

Name Title Since Until
Ursula Maritz CIO (Chief Investment Officer) 2009 Now
Biography Ursula has a BA(Hon) in Economics and BCom Honours from UCT. She is responsible for the overall investment process and strategy at Southern Charter Private Wealth. Ursula was formerly a senior portfolio manager and Co-Head of Asset Allocation at Sanlam Multi-Managers. She has gained extensive investment experience at OMAM, Foord and Mercer Investment Consulting.
Mark Thompson founder 2007 Now
Biography Mark Thompson is the strategic thinker, scenario planner, and founder of Southern Charter and the driver behind Southern Charter’s risk-profiled life cycle investment strategy. He is also the creator of the three award-winning funds: Growth, Balanced and Defensive fund. Educated at UCT and articled to Arthur Young, Mark has been managing and safeguarding his clients’ investments successfully since before the October 1987 crash.
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