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The Efficient BCI Balanced Fund is a managed portfolio with the objective to provide the investor with balanced capital growth, and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement fund.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Rory Simpson | Portfolio Manager | 2017 | 2022 |
Robert Enslin | - | 2013 | 2022 |
Biography | Robert Enslin joined the Efficient Select team in January 2008 after completing a BComm Honours degree in Financial Analysis at the University of Stellenbosch. As the fund of the Efficient Worldwide Flexible Fund, his focus is on offshore listed equities. He is a CFA Charter Holder. | ||
Luis Levy | - | 2013 | 2022 |
Biography | Luis Levy obtained his B Com degree from University of Cape Town and is a CFA Charter Holder. He has gained valuable experience in fund management at several leading financial institutions before being one of the founders of Mergence Investment Managers. Luis joined Efficient Select as Head of the Specialist Manager Boutique. | ||
Brendan Vadas | - | 2010 | 2022 |
Marius van Wyk | - | 2012 | 2013 |
Jean-Pierre Du Plessis | Director | 2010 | 2011 |
Biography | Jean-Pierre is a Director in the Stonehage Fleming Global Equity Management (South Africa) division and assisted in the establishment of the South African direct equity offering in 2011. He has over 18 years’ experience in equity markets and oversees the direct equity portfolio management process in South Africa. Prior to joining the Group in 2011, Jean-Pierre was Managing Director at a boutique asset management firm where he worked for seven years as an Analyst and Fund Manager. Jean-Pierre qualified from the University of Cape Town with a degree in Business Science (Finance Honours). | ||
Charles Napier Snyman | - | 2008 | 2010 |
Brett Bishop | - | 2008 | 2008 |
Charles Napier Snyman | - | 2006 | 2008 |
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