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The objective of the fund is to deliver a reasonable level of income and moderate capital growth where the total return exceeds inflation. To achieve the objective the fund will seek opportunities to maximise returns through investing in a diversified range of equities, bonds, preference shares, money, property markets and listed and unlisted financial instruments as determined by the Registrar from time to time. There may be a maximum equity exposure of up to 75% and a maximum property exposure of up to 25%. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions. The Fund will be subject to the Prudential Investment Guidelines for South African Retirement Funds.
Name | Title | Since | Until |
---|---|---|---|
Grant Morris | - | 2015 | Now |
Biography | Grant Morris joined ClucasGray in 2014 and began his career in investment management in 2000. Prior to joining ClucasGray, Grant spent 12 years at Melville Douglas where he held various portfolio management and analyst positions. | ||
Andrew Vincent | - | 2015 | Now |
Biography | Andrew has worked in the asset management industry since 1999. He spent 11 years as an analyst and portfolio manager at RMB Asset Management, where he managed Equity and Multi Asset Portfolios. He spent 5 years at Stanlib Asset Management, where he performed a number of roles including Head of Research, Portfolio Manager and a member of the Investment Exco. He is a qualified Chartered Accountant and a CFA charter holder. | ||
James Clucas | - | 2015 | 2015 |
Biography | James Clucas joined Cazenove as a Research Analyst in 1993. 18 Months later he was transferred to the UK as an Equity Salesman in 1994. On returning to South Africa in 1998, James was one of the founding directors of AMB-DLJ Securities heading the Institutional Sales Desk. James also did institutional sales at Andisa for 18 months before joining ClucasGray in October 2005. | ||
Kirsty Savin | - | 2015 | 2015 |
Biography | Kirsty Savin CFA, CFP spent 6 years in London, first working at Barclays Capital and then at Williams de Broë Investment Management, managing small cap private client portfolios. Kirsty is a Chartered Financial Analyst as well as a Certified Financial Planner. Upon her return to South Africa near the end of 2011 Kirsty joined ClucasGray to assist in both the domestic and foreign investment process of the firm. In addition Kirsty, via her analytical background, supports the overall stock selection undertaken by ClucasGray. |
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