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Momentum Flexible Fund B3 (0P0000JZEI)

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Momentum Flexible Fund B3 historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 227.02M
Type:  Fund
Market:  South Africa
Issuer:  Momentum Collective Investments
ISIN:  ZAE000061941 
Asset Class:  Equity
Momentum Flexible Fund B3 0.022 0.000 0.00%

0P0000JZEI Overview

 
On this page you'll find an in-depth profile of Momentum Flexible Fund B3. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZEI among other information.
Category

ZAR/NAD Flexible Allocation

Total Assets

227.02M

Expenses

1.19%

Inception Date

Jan 03, 2005

Investment Strategy

The Fund is an actively managed flexible portfolio aiming to achieve a high long term total return. It may comprise local and international equity and property securities, bonds, preference shares, money market instruments, debentures, non-equity securities and assets in liquid form. The manager may also include unlisted forward currency, interest rate, exchange rate swap transactions and participatory interests or any other form of participation in portfolios of collective investment schemes. Where the aforementioned schemes are operated outside South Africa, inclusion is subject to a regulatory environment that provides investor’s protection at least equal to that in South Africa. The manager reserves the right to close the portfolio to new investors, in order to manage the fund in accordance with its mandate

Contact Information

Address Sandton, 2196
Johannesburg,
South Africa
Phone +27 (0)11 505 1999
Fax +27 (0)11 505 1877

Top Executives

Name Title Since Until
Norman Mackechnie Portfolio Manager 2016 Now
Biography Norman joined RMB Asset Management in 2000. Norman has been actively involved in setting up investment processes and held the position of Chief Investment Officer in SCMB. Mackechnie has been a member of the investment team since 1993 and progressed from being involved in equity and fixed-interest selection to a senior portfolio manager. Norman started his career in investments in 1988 and has worked as an investment analyst and portfolio manager in asset management divisions.
Werner Burger Assistant Portfolio Manager 2016 Now
Biography Werner started his career at RMB Asset Management in 2008 in the Unit Trust Pricing division and was promoted to manager of the pricing department in 2011. He joined the core investment strategies team of Momentum Asset Management as an assistant portfolio manager in 2013. Werner is currently the assistant portfolio manager of the house view equity funds, several specialist equity Unit Trust portfolios, the Momentum Conservative Unit Trust and the Group Life Funds. Werner is also a member of the asset al...
Patrick Mathidi Portfolio Manager 2011 2016
Biography Mr. Bafana Patrick Mathidi is the Head of Equity and Multi-Asset strategies at ALUWANI Capital partners (Pty) Ltd. Mr. Mathidi has 18 years’ financial services industry experience, the last decade being in asset management. He is a Multi-Asset portfolio manager whose skill set is in understanding the broader dynamics of the financial markets, business models and financial asset valuation. He is responsible for equities and multi-asset portfolios.
Peter du Toit Managing Director 1999 2011
Biography Peter is former chairman and current board member of the Investment Analysts Society and has been in the Investment & Fund Management Industry for over 40 years. He joined Rezco in 2002 to focus on new investment initiatives for SA investors. Peter was Managing Director of Momentum Asset Management (formerly RMB Asset Management), where he served as Executive Director until he left to join REZCO.
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