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Alexander Forbes Investments Real Return Focus Fund A (0P0000IRA0)
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14/10 - Delayed Data. Currency in ZAR
- Morningstar Rating:
- Total Assets: 388.01M
Type:
Fund
Market:
South Africa
Issuer:
Alexander Forbes Investments Unit Trusts Limited
ISIN:
ZAE000049045
Asset Class:
Equity
Alexander Forbes Investments Real Return Focus Fun
2.437
+0.002
+0.08%
- Overview
- Profile
- Historical Data
- Holdings
0P0000IRA0 Overview
On this page you'll find an in-depth profile of Alexander Forbes Investments Real Return Focus Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000IRA0 among other information.
Investment Strategy
The portfolio aims to achieve above inflation returns of 4% ahead of headline CPI after tax, on a three-year rolling basis, at a low risk, under any market conditions. The portfolio is a moderate risk portfolio. The portfolio aims to diversify by investing in equities, non-equity securities, assets in liquid form, as well as listed and unlisted financial instruments, as legislation permits.
Contact Information
Address
PO Box 786055, Sandton
Johannesburg,
South Africa
Johannesburg,
South Africa
Phone
+27 (0)11 505 6000
Fax
+27 (0)11 263 1227
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Senzo Langa | - | 2020 | Now |
| Ernest B. Mabaso | Portfolio Manager | 2011 | Now |
| Biography | Is the portfolio manager of the Equity Portfolio Range | ||
| Suniti Naran | Head | 2008 | 2011 |
| Biography | Suniti Naran began her career in 1995 at Alexander Forbes in the Retirement Funds Division where she was an actuarial specialist performing statutory actuarial valuations of pension funds. In 1999, Suniti moved to London and joined Towers Perrin as an actuarial analyst and was promoted to an actuarial associate in 2000. Again, she performed statutory pension fund valuations. She was also involved in disclosure calculations for pension fund reporting and the preparation of disclosure reports. She assisted in creating an asset liability model. She was involved in performing benefit audits for various European clients to harmonise benefits in different countries. At the end of 2001, Suniti moved back to South Africa and pursued her actuarial exams. In 2004, Suniti joined Investment Solutions as an assistant in the Large Institutional Client Servicing area. She was responsible for compiling reports for large clients on a quarterly basis as well as servicing these clients. She also presented to clients on alternative structured product solutions. After spending a year in this department, Suniti joined the Investment Team as a portfolio manager of the local balanced, real return and Namibian portfolio ranges. Suniti plays an integral role in constructing, managing and monitoring these portfolios. In September 2009, she was appointed as a director on the Investment Solutions Unit Trust Board. In November 2009, Suniti was promoted to head up the Multi Asset Class Team. | ||
| Sinead Brook | Portfolio Manager | 2008 | 2011 |
| Biography | Sinead has an asset management and asset consulting background, and specialises in the Real-Return portfolios. She co-manages Niche portfolio, Multi-Asset class, Real-Return and the Single-Manager portfolio ranges. | ||
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