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The fund's objective is to outperform the BEASSA All Bond Index as well as the Average of the Fixed Interest Bond Funds. This selected objective aims to provide a regular source of income with the potential for capital appreciation. The performance of the fund relative to this index is a function of the average duration of the fund as well as the specific securities selected.
Name | Title | Since | Until |
---|---|---|---|
Ian Scott | - | 2018 | Now |
Louis Scheepers | Portfolio Manager | 2017 | Now |
Biography | Louis Scheepers is Head of Growth Through Rates in MMI Investments responsible for ensuring the Outcome Base Investment Philosophy across the Interest Rate Strategies. Louis has 16 years’ experience in the financial Services Industry and 11 years in Liability Driven Investments (LDI). He was a lecturer at Stellenbosch University before joining the financial services industry. His various roles included credit analyst, corporate debt workout and restructuring, credit risk manager, head of credit, fixed income dealmaker, LDI portfolio manager and head of LDI before his current role. He is a charter holder of the South African Institute of Chartered Accountants and the CFA Institute. | ||
Mohamed Ismail | Portfolio Manager | 2016 | Now |
Biography | Mohamed Ismail is a fixed-income analyst and portfolio manager in the Momentum Investments fixed-income team and is responsible for co-managing the institutional bond and income portfolios. He has over seven years’ experience in the interest rate market with a special focus on fixed-income derivatives. Prior to joining Momentum he was head of fixed-income at Sanlam Capital Markets. He holds degrees in Advanced Mathematics of Finance and Actuarial Science, and is a certified FRM and CFA charter-holder. | ||
Richard Klotnick | Portfolio Manager | 2011 | 2017 |
Biography | Richard joined the fixed interest team at Momentum Asset Management in 2009 and was employed as a portfolio manager. Richard commenced his career at Global Credit Ratings in 2004 as a credit ratings analyst, rating companies across various sectors. He then moved to Nedbank Capital in 2006 working in credit research and ratings advisory in the Debt Capital Market. Richard has been appointed as a portfolio manager in Momentum Asset Management. | ||
Conrad Wood | Head of Fixed Income Strategies | 2007 | 2011 |
Biography | Conrad is a founding member of ALUWANI Capital Partners, with more than 23 years in investment management. His work experience has been within the fixed-income market. At ALUWANI, he and his team seek to continue the successful fixed-income philosophy and process that they have developed over time, while leveraging the benefits of being in a smaller, more flexible institution. | ||
Jonathan Stewart | Portfolio Manager | 2003 | 2007 |
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