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This is a multi-asset solution with a cautious risk profile for investors that have a three year investment horizon. The aim is two fold: to provide investment protection over a rolling one-year period, and generate income over the medium term at low levels of risk. It invests across different asset classes with exposure less than 40% for equities, 60% for bonds and 50% for cash. The solution is Regulation 28 compliant and may invest in listed and unlisted financial instruments (derivatives) and offshore investments to achieve its objective.
Name | Title | Since | Until |
---|---|---|---|
Nicole Agar | - | 2016 | Now |
Saul Miller | - | 2016 | Now |
Biography | Saul has been part of the Truffle team since 2016 and has over 20 years’ experience in investment and portfolio management. He spent over a decade working for RMB Asset Management, managing a range of equity and balanced funds that won numerous unit trust industry awards. Saul then moved to Argon Asset Management, where he was Head of Equity for over four years. During this period equity assets under management grew rapidly from around R8 billion to over R20 billion and investment performance comfortably exceeded benchmark returns. He was also responsible for implementing Argon’s equity investment philosophy and process. | ||
Iain Power | - | 2016 | Now |
Sophiè van Garderen | - | 2016 | Now |
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