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The Anchor BCI Diversified Moderate Fund is a multi-managed portfolio with a moderate risk profile that aims to provide investors with a moderate long-term total return. The portfolio will be managed by at least two investment managers. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the act. The portfolio's equity exposure is limited to a maximum of 60% of the portfolio's net asset value.
Name | Title | Since | Until |
---|---|---|---|
Simon Du Plooy | - | 2016 | Now |
David Bacher | - | 2016 | 2019 |
Biography | David Bacher has a B Com, PDM and has also completed all three levels of his CFA examinations. He has extensive experience in providing multi management solutions. David worked for the Investment Solutions Group, South Africa’s largest multi manager, for nine years. In 2009, David joined Brait Multi Manager as their Chief Investment Officer. David has remained Chief Investment Officer of the business ever since and was instrumental in the management buyout that transpired in 2012. It was during this transaction that the business changed its name to Corion Capital.Before joining Corion, David was the investment director and founding director of Caveo Fund Solutions (Caveo), a fund of hedge funds investment company. | ||
Bradley Taylor | - | 2016 | 2017 |
Biography | Bradley completed his Bachelor of Commerce in Accounting & Economics as well as his Honours in Investment Management at the University of Johannesburg, formally Rand Afrikaans University. He has done an Advanced Certificate in Leadership through UCT GSB and has further gone on to do the Registered Persons Exam in Equities through the SAIFM. He has also completed his FAIS Regulatory Exam for Representatives (RE1). Bradley has 8 years’ experience in stockbroking. He started off his career at FirstRand in 2005 where he was tasked with the aim of extending access to the JSE to the man on the street, encouraging involvement in the equities market as well as helping to create wealth in segments of the population that would usually be reluctant to invest in shares. Later in 2005 he moved to Thebe Securities where he worked as a junior stockbroker giving advice on listed companies producing research on the Top20 listed equities for private client use and in addition to this, he provided execution services to clients. In 2006 he was appointed as portfolio Manager by Nedgroup Private Wealth Stockbrokers, formally BoE Stockbrokers where he gave advice to high net worth clients and boutique asset managers on local and global financial products to create wealth for the long-term. He managed portfolios on a Full-Discretionary and Pro-actively advised basis. During this time he provided daily market commentary and well researched short-term & long-term trade ideas. Bradley joins Anchor Securities with a wealth of experience and a proven track record of wealth creation for clients. He is innovative and proactive with advice for clients. Managing clients’ money globally and domestically is where his forte lies. |
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