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Perpetua Sanlam Collective Investments Balanced Fund E (0P00015QF3)

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1.347 -0.001    -0.05%
29/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 188.82M
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000196010 
Asset Class:  Equity
Perpetua Sanlam Collective Investments Balanced Fu 1.347 -0.001 -0.05%

0P00015QF3 Overview

 
On this page you'll find an in-depth profile of Perpetua Sanlam Collective Investments Balanced Fund E. Learn about the key management, total assets, investment strategy and contact information of 0P00015QF3 among other information.
Category

ZAR/NAD Moderate Allocation

Total Assets

188.82M

Expenses

0.97%

Inception Date

Sep 19, 2014

Investment Strategy

The primary objective of the portfolio is to offer investors a moderate long term total return. In order to achieve its objective, the investments to be normally included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities, derivatives and non-equity securities. The manager may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio’s investment policy.

Contact Information

Address 21 Dreyer Street
Cape Town, 7708
South Africa
Phone +27 21 674 4274

Top Executives

Name Title Since Until
Delphine Govender CIO (Chief Investment Officer) 2014 Now
Biography Delphine is founder and chief investment officer at Perpetua Investment Managers, which commenced operating in 2012. She has 19 years financial services working experience of which 16 years has been in the investment management field. The majority of this was gained at Allan Gray Limited, where Delphine was employed for almost 11 years and held the position of portfolio manager and executive director. She has been in a direct money management role for more than 10 years. Delphine is supported by an investment team of five professionals at Perpetua.
Patrick Ntshalintshali - 2014 Now
Lonwabo Maqubela - 2014 Now
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