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This fund provides a specialised investment opportunity through a diversified and professionally managed portfolio exclusively focused on the financial services industry. The investment objective of the fund will be to invest in both local and international listed companies with a significant portion of their current or potential earnings being derived from financial services. The Fund can also invest up to twenty percent of its value in the units of other unit trusts with similar mandates.
Name | Title | Since | Until |
---|---|---|---|
Godwill Chahwahwa | - | 2007 | Now |
Neill Young | - | 2004 | Now |
Neville Chester | - | 2004 | 2007 |
Kokkie Kooyman | Head | 1999 | 2003 |
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. | ||
Morné Marais | - | 1999 | 1999 |
Hugh Broadhurst | - | 1998 | 1998 |
Louis Stassen | CIO (Chief Investment Officer) | 1998 | 1998 |
Biography | Louis is a founder member and former CIO of Coronation. He is a senior portfolio manager and head of research at Coronation Asset Management, responsible for the Absolute Investments unit which he established in 1999. He joined Coronation in 1993. Louis has more than 19 years' industry experience and has worked in the investment teams of Allan Gray, Syfrets Managed Assets and Standard Bank in London. |
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