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The FUND is an asset allocation fund and will be subject to the “Prudential Investment Guidelines”, and it will be suitable for low risk and retirement fund investors. The portfolio will have as its primary objective a return in excess of zero on a rolling 12 monthly basis. It will have as a secondary objective a return in excess of the official Consumer Price Index. To the fullest extent possible, the securities to be included in the portfolio, would normally include the full spectrum of listed securities, including ordinary shares, preference shares, debenture stock, debenture bonds, unsecured notes, participatory interests in collective investment schemes in property shares, loan stock, long term fixed interest instrument or bonds, assets in liquid form and other financial instruments including futures, options, warrants and index tracking certificates. Investments in securities listed on any exchange outside the Republic of South Africa could be included as legislation permits.
Name | Title | Since | Until |
---|---|---|---|
Ronell van Rooyen | - | 2004 | Now |
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