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Personal Trust Managed Fund (0P0000JZ9U)

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3.005 -0.010    -0.32%
13/11 - Delayed Data. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 2.76B
Type:  Fund
Market:  South Africa
Issuer:  Personal Trust Intl Mgmt Co
ISIN:  ZAE000099503 
Asset Class:  Equity
Personal Trust Managed Fund 3.005 -0.010 -0.32%

0P0000JZ9U Overview

 
On this page you'll find an in-depth profile of Personal Trust Managed Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ9U among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

2.76B

Expenses

1.46%

Inception Date

Aug 01, 2007

Investment Strategy

The primary investment objective of the portfolio is to seek above average returns. The portfolio will tend to have an increased probability to volatility in the short term due to the high equity exposure, with the aim of maximising capital growth in the long term. The portfolio will at all times be managed to comply with statutory investment limits for retirement funds in South Africa. In order to achieve this objective the portfolio will consist of equities, listed property, bonds, preference shares, property related securities, participatory interests in portfolios in collective investment schemes and assets in liquid form. The exposure to equities will typically be above 65% at all times. The manager, however has the flexibility to vary the asset allocation in such a manner as to reduce the risk profile of the portfolio.

Contact Information

Address Rondebosch, 7700
Cape Town,
South Africa
Phone +27 (0)21 689 8975
Fax +27 (0)21 686 9093

Top Executives

Name Title Since Until
Glenn Evan Moore Director 2007 Now
Biography Glenn is a highly qualified and experienced investment analyst, portfolio strategist and decision-maker. His conservative and value-based yet contrarian investment management style has withstood the test of time. Glenn is the Director of Investment Management Services, and holds a BComm (Hons).
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