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do'Watch ™ Annual Manager Research'
Alexforbes' research team with ...36One Asset Management (Pty) Ltd
www.36one.co.za
Company details
FAIS REGISTRATION NUMBER FSP: 19107 Change Center: +27 10 501 0250 and email overall: support@36one.co.za Address: 140 West Street, Sandton, 2196 Name of Compliance Officer: External: Subcontraded Services Compliance(PTY) INTERNAL LTD: Grant Mann
Investment philosophy
Our investment approach focuses on the principle that the market does not effectively correct values all the time.Therefore, we believe that the selection of actions through fundamental background analysis can overcome over time.Next, the same approach as investing in all our funds.Although we focus mainly on fundamental research from the bottom up, macroeconomic opinions play a support role in the construction of a portfolio.
Requirements
Who is your FAI complaints officer?SUBSS COMPLIANCE SERVICES (PTY) LTD ("OCS") Grant Mann (Internal) provides the link to the complaint policy on your website: https://www.36one.co .ZA/Legal/Comalants -resolutionProceure
Property
What is the company owned by the company?36one Asset Management (PTY) LTD is owned by Cy Jacobs and Steven Liptz.The founders are responsible for the two main areas of the company under which all commercial activities fall.Cy Jacobs is responsible for the investment -Related Matter and Steven Liptz is responsible for all non -investment areas.Who are the directors of the company?Directors: Cy Jacobs and Steven Liptz Interest in the property?Provide the percentage of personnel and management: All team members receive a modest base salary.Most compensations are derived from titles linked to funds performance.The bonuses are paid quarterly.B-BBEE CREDENTIAL
Are you accredited by B-BBEE?No, what is your state b-bbee?Who did you accredit?Accreditation date:-
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R23.7 billion details the mandates that update -
Main investment employees
Investment equipment size: 11
Cy Jacobs Cio Bcom (Hons), CA (SA) 25 years of industry experience 16 years with the company
Steven Lipz Head: With operations 24 years of industry experience 16 years with the company
Evan Walker Portfolio BCOMPT (Hons), MBA 21 years of experience in the sector 9 years with the company
History
When was the company established?
Abax Investments (Pty) Ltd
www.abax.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 856 CORTINATA: +27 21 670 8987 and email overall: mathew@abax.co.za Address: The Oval, 1 Oakdale Road, Newlands, 7700 Postnet Suite #255, Bag Private X1005, Claremont Cape,South Africa, South Africa, 7735 Name of Compliance Officer: Ecomply Tim Howse +27 21 671 8162
Investment philosophy
We believe markets are inefficient and through research we can identify companies that will show higher long -term profits growth, which is not reflected in current evaluations.Similarly, we believe we can identify companies where current evaluations overvalue their potential for future profit growth.
Requirements
Who is your FAI complaints officer?Tim Howse and Nick Howse (Ecomply) provide the link to the complaint policy on your site: available on request
Property
What is the company owned by the company?Abax is an independent entity and is not part of a larger group of companies.The directors of the company?Executive: Anthony Sedgwick, Marius Van Royen, Edel Little, Rashaad Tayob Alternative Directors (Executive): Omri Thomas, Steve Minnaar Independent Non -Executive Director: Estelle Cloete.Are the team and management interest in property?The percentage maintained by staff and administration: Yes, the team and management have / control 100% of voting rights and an approximate financial interest of 75%.
History
When was the company established?The 2003 fuse list that was held since it was established: none, however, in December 2015, ABAX completed a transaction with AMG (affiliated managers) that acquired approximately 25% financial stake in ABX atABX.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 3 Who did you accredited?
Gips meet?No, however, ABAX uses confluence (Statpro) to calculate customer portfolio performance (at customer's request).Are you checking gips?Not to whom did they check it?- Tell yourself about the verification: –Pear the date of verification: -
Investment mandates
What are your total assets under administration?R91.7 billion holds the mandates it currently manages and the size of each of these mandates: Institutional: R59.4 billion retailers: R31 billion lifetime: - Others: R1.3 billion
Main investment employees
Investment equipment size: 14
Steve Minnaar Cio, Chief: Research BCom (Hons), PhD (ENG), CFA 23 years of experience in the 12 -year sector with the company
Marius Van Rooyen Head: Equities Beng, BPROC, MBA 24 Years of Experience in Industry 18 years with the company
CEO of Anthony Sedgwick Bbussci 28 years of experience in the 18 -year industry with the company
Omri Thomas Senior Portfolio Manager CA (SA), CFA 24 years of experience in the 15th sector with the company
Matthew of Wet Head: BSC Product Development (ACT SC), CFA, CFP 23 years of industry experience with the company with the company
Philip Liebenberg Chief: Fixed Income PhD (Chem Eng), CFA 22 years of industry experience 4 years in the company
Aeon Investment Management (Pty) Ltd
www.aeonim.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 27126 CURTINATA: +27 21 204 6066/8 E -mail: fonds@aeonim.co.za Address: 4th FLOOR, Citadel, 15 Cavendish Street, Claremont, 7708 PO Box 2402 Compliance Officer: Independent Servicesof conformity christelle de jager: +27 21 975 6597
Investment philosophy
Active Equity: History of over 10 years.Style is growth at a reasonable price (Garp).Adaptation of Garp style seeks to combine the best growth and investment in value by buying companies with long -term sustainable growth rates than those involved in the company's market evaluation.
Intelligent Multi-Factor Equity: 10-year registration.Use fundamental models for systematically based statistical security and safety to manage a portfolio designed to overcome the SWIX reference point.The portfolio is designed to add value to a risk -managed structure.
Balance Fund (Global Exhibition): 7 -Year History.Integrate in a variety of protected and capital income and capital strategies to protect 90% from capital for a period of 12 months and capture as many capital markets as possible and fixed income.The fund invests in national and global actions, fixed income and derivative instruments.He uses a systematic return modeling process and a disciplined investment methodology.
National Balance Fund: History of 3 years.In a variety of assets and income and capital strategies protected to protect 90% from capital for a period of 12 months and capture so many capital markets and fixed income.The fund invests in national actions, fixed revenue and derivative instruments.He uses a systematic return modeling process and a disciplined investment methodology.
Requirements
Who is your FAI complaints officer?Asief Mohamed provides the link to the complaint policy on your website: https://www.aeonim.co.za/funds/comlants-policy/
Property
What is the company owned by the company?70% owned by Trust Trust, 30% owned by the AEON IM team.Who are the directors of the company?Asiew Mohamed, Nocamagu (Cami) Mbulawa, Thulani Madingye.Is management interested in property?Provide the percentage maintained by personnel and administration: team and management have 44% of shares.And up to 30% of profits before taxes are distributed to all staff every 6 months.
History
When was the company established?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?BD Verification Services (PTY) Accreditation Date: 2020-12-03
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R17.3 billion details the mandates that update -
Main investment employees
Investment equipment size: 10
Asiew Mohamed Cio Bcom, CA (SA), CFA 32 years of experience in the 16 -year industry with the company
Jay Vomacka Senior BSC Portfolio Manager (ENG), MSC (IND ENG), Financial Technical Certificate (IFTA, London), CFA 15 years of 9 -year industry experience with the company
Zaid Paruk Portfolio Manager and Analyst Bom, CA (SA) 9 years of experience in the 3 -year sector in the company
AFC Investment Management (Pty) Ltd
www.afcinvestment.co.za
Company details
FAIS FSP Registration Number: 706 Cortinata: +27 82 655 3784 and email overall: dee@afcinvestment.co.za Address: 14 Katzenellen Bogen Road, Noordhoek 7985 Compliance Officer Name: MONSTONE DEON HARMISE: +27 21 55455555555555555555555555555555555
Investment philosophy
AFC uses a multidisciplinary approach to asset management, which implies fundamental and behavior (technical).AFC Analysis believes that more than 90% of performance is derived from the correct allocation of assets and industry selection, by most analysis the time is dedicated to the macro -environment.The investment style is themed and the selection of actions that reflect the issues that are believed to be affecting the investment environment at any time.As thematic investment is based on understanding changes in economies, its implementation will result in portfolio structures that are not carbon copies of market rates.A byproduct of the thematic and behavioral approach is that sometimes opinions will be taken against vision against market consensus, but resulting in higher than average risk.
Requirements
Who is your FAI complaints officer?DS Campuroglou provides the link to the complaint policy on its website: www.afcinvestment.co.za
Property
What is the company owned by the company?100% owned by Mackenzie Family Trust who are the company's directors?and Management: There are no B-BBEE credentials
Are you accredited by B-BBEE?No, what is your state b-bbee?None for whom did you accredited?–DEA Accreditation:-
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R840 million, detail the mandates that update
Main investment employees
Investment equipment size: 2
DS Campuroglou Cio BSC 42 years of experience in the 25 -year sector with the company
Ia Mackenzie Chief: BA Actions 37 years of industry experience 31 years with the company
History
When was the company established?The 1960 mergers list that was held since it was established: independent until 1998, when Appleton/PSG was purchased.
Afena Capital (pty) Ltd
www.afenacapital.com Company details
FAIS FSP REGISTRATION NUMBER: 25033 Curtain: +27 21 657 6240 Fax Number: +21 21 671 4658 and email overall: info@afenacapital.com Address: 6th FLOOR SUNCLARE BUILDING, 21 Dreyer Street, Claremont, 7708 Official NameFrom the Compliance Officer: Tim: Telowse +27 21 671 8162 Internal: Zain Parker +27 21 657 6277
Investment philosophy
AFENA follows an investment approach based on the evaluation.Your investment philosophy is to buy companies below your intrinsic value assessment.They value the value of a company, depending on its normal operational performance by the cycle.This forces them to be patient with long - term investors, as they believe that stock prices reflect the true economy of a company, not their short -term performance.It also means that they tend to favor companies that understand with a good long -term economy.
AFENA is a rising home collection house with a strong commitment to a patented insightful investigation.They are disciplined and consisting of the execution of their philosophy.
Requirements
Who is your FAI complaints officer?Tim Howse, provide the link to the complaint policy on your website: http://www.afenacapital.com/comlants.html
Property
What is the company owned by the company?Percentage maintained by personnel and management: yes.The Administration and the Encoun Capital team have 100% of the capital's capital shares through direct shares directly.
History
When was the company established?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2
Who did you accredited?
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check you?Verification Date: Verification due date: - -
Investment mandates
What are your total assets under administration?R1.7 billion details the mandates that update
Main investment employees
Investment equipment size: 6
Mila Mafanya Chief: Equidades, CEO BBussc (ACT SC), CFA 17 years of industry experience 10 years with the company
Shoaib Vayej Manager of Portrafero, Boss: BSC Research (ENG), CFA 17 years of experience in the 10th sector with the company
Portfolio Manager of Zahira Osman Bbussc, CFA 19 years of experience in the 16 -year industry with the company
Christopher Twycross Head: Portfolio Analysis & Construction Bacc, PGDA, CA (SA), CFA 20 years of industry experience 10 years in the company
Bongani Ngwanya Chief: Negotiating Bussc (end) 20 years of industry experience with the company with the company
Ngorima Bbussc Senior Capital Analyst (END), CFA 14 years of experience in the 3 -year sector in the company
Alexander Forbes Investments
www.alexforbes.com
Company details
FAIS FSP REGISTRATION NUMBER: 711 WORKSHOPBOARD: +27 11 505 6000 Fax Number: +27 11 263 2316 and email overall: likestclientservices@alexforbes.com Address: 115 West Street, Sandown, Sandton, 2196 PO Box, 786055, sandton, 2146 Director of Conformity: Amanda Erasmus +27 11 269 2244
Investment philosophy
In Alexander Forbes Investments, our approach is to manage our customers' financial goals.In search of certainty, we decided to understand your circumstances and the risk of tolerance to establish our clear goals.We are part of your trip and investment result as well, such as the customer's overall experience to break the cycle of not being able to withdraw comfortably, the disappointing results of investment and indecision, fear and anxiety around investment issues.For implementation, they are huge, which makes our approach more flexible and adaptive to different market cycles from the traditional investment approach.
Requirements
Who is your FAI complaints officer?Amanda Erasmus provides the link to her site complaints policy: https://www.alexandorforfesinvestments.co.za/aboutus/risk-and-complyncence
Property
What is the company's ownership structure?Alexander Forbes Investments is an Alexander Forbes Limited subsidiary who are the company's directors?Non -Executive Director Independent Mr.Thabo Dloti Sr.George Nigel Payne MS Marilyn Ramplin: Executive Director, Mr.David Jacobus of Villiers, the team and management are interested in properties?Provide the percentage maintained by the team and administration: no, without history
When was the company created?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Accreditation Date: 2021-06-14
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R344.5 billion holds the mandates they currently manage and the size of each of these mandates: Institutional: R295.3 billion retailers: R8.5 billion lifetime: R40.7 one billion another: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
Alexander Forbes Investments
Continued
Main investment employees
Investment equipment size: 29
Gyongyi King Cio BSC (ECO), CFA 22 years of industry experience with the company with the company
Ernest Mabaso Portfolo Manager BCOM (ACC) 19 years of experience in the 12 -year industry with the company
Lebo Thubisi Chief: Bussc Research Manager (Hons) 15 years of 9 -year industry experience with the company
David Moore Head: Music (and), BSC (Hons), with (end Man) 14 years of experience in the 3 -year industry in the company
Senzo Langa Chief: BCom Portfolio Management (END), MMFI, CFA 14 years of industry experience with the company Nkosinathi Manyongwana CIPM Manager Portfolio 11 years of industry experience with the company with the company
Makoke Madi Bcom (Hons) portfolio manager 7 years of industry experience with the company with the company
Ranchod Head Pleasure: ESG RESEARCH BCOM, HDIP ACC, CA (SA) 17 years of industry experience 4 years in the company
Executive Economist Sarah Mhlanga Bocm (Econometrics), with (Men-Econometry), MCOM (ECON) 12 years of industry experience with the company with the company
Capital of all climate
www.allweather.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 36722 CORTINATA: +27 11 722 7382 Email General: info@allweather.co.ZA Address: 9th FLOOR KATHERINE TOWERS, 1 Park Lane Wierd Independentes +27 21 975 9756597
Investment philosophy
Our philosophy is based on the belief that the market preaches continuously and regularly.
Significant opportunities are created for those who are diligent with foundations.Our ambition is simply to buy an action in which the market has underestimated it in relation to intrinsic value or selling an action when the predominant price is much higher than the intrinsic value.Value of a company that foresees cash flows through financial modeling.
Requirements
Who is your FAI complaints officer?Shane Watkins, provide the link to the complaint policy on your website: http://www.allweather.co.za/legal.html
Property
What is the company's real estate structure?50.4% owned by Zava Financial Services, 34.6% owned by Shane Watkins, 15% of the company's directors?Are the team and management interest in property?Provide the percentage of personnel and management: 49.6% are owned by the team and the management history
When was the company established?Fusion List 2014 that has occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you believe?
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R11 billion details the mandates that update
Capital of all climate
Continued
Main investment employees
Investment equipment size: 7
Shane Watkins Cio Bussc (END), PGDA, CA (SA), 26 years of experience in the 8 -year industry with the company
Patsy David Head: Research MBA, FAI 21 years of industry experience with the company with the company
Sanelisiwe Tofile Attancjo Cio, Portfolio BCom (Hons), 8 years of industry experience in the company
Prince Mopai Rental Variable BSC (Min and Eng) 8 years of industry experience 3 years with the company
Chris Reddy Bussc portfolio manager, CFA 14 years of industry experience 1 year with the company
Cobus Cilliers CA Variable Income Analyst, CFA, fall 13 years of industry experience 1 year with the company Jarrod Houston Analyst PG Financial Planning, CFA 10 years of industry experience with the company with the company
Richard Shepherd Portfolio Manager Bcom (ACC), CA (SA) 20 years of experience 2 years with the company
Neal Smith Portfolio BCom (ACC) Manager, CA (SA) 22 years of experience in the sector 2 years with the company
Equity Analyst Kagiso Selolo Bcom (ACC), CA (SA) 5 years of industry experience 1 year with the company
MMAMOKGOPANO MOKUA EXCHANGE ANALYST BCOM (HONS-FIN ANALYSIS) 5 YEARS OF INDUSTRY EXPERIENCE 1 YEAR WITH THE COMPANY
Allan Gray (Pty) Ltd
www.allangray.co.za company details
FAIS REGISTRATION NUMBER FSP: 27145 CHANGE CIT, 8001 PO Box 51318, V&A WATERFRONT, Cable, 8002 Name of Compliance Officer: Nishaat Limbada compounds@allangray.co.za
Investment philosophy
Allan Gray's investment philosophy is oriented to evaluate that it is always efficient or rational and that sometimes there may be significant disparities between market price and the intrinsic commercial value of an investment (where intrinsic value is defined as the discount. Future cash flows expected).Therefore, they buy shares when research and analysis indicates that the intrinsic value of the company exceeds its market price, with a reasonable safety margin.These purchases are made in advance that the price will increase to the intrinsic value.This contrasts the "Impulse" approach, where a manager identifies an upward trend and continues to buy participation in the belief that the continuous trend is.
Requirements
Who is your FAI complaints officer?
What is the company's real estate structure?Allan Gray is a private company.Who are the directors of the company?Mahesh Cooper*, Rob Formby, William Gray*, Ian Liddle (President)*, Nishaat Clebada, Nazeem Martin*(*no - existing directors) employees and management are interested in the property?Provide the percentage maintained by staff and administration: previous and current executive directors are shareholders of the Allan Gray Group Propregy Limited.In addition, a capital participation in the owner of Allan Gray limited for current and future staff was reserved.
History
When was the company established?1973 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you believe?Verification Services Aqrato Accreditation Date: 2021-05-10
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check you?Ernst & Young Inc.(GIPS) For the period from January 1, 2020 to December 31, 2020.
Allan Gray (Pty) Ltd
continued
Investment mandates
What are your total assets under administration?R521.8 billion details the mandates they currently manage and the size of each of these mandates: Institutional: R212.4 billion retailers: R309.4 billion life: - Other: Other: - - - - - - - -
Main investment employees
Investment equipment size: 25
Duncan Artus Cio, Portfolio Manager, Bussc Analyst, PGDA, CFA, CMT 22 years of 21 -year sector experience with the company
Tim Acker Portfolio Manager, MACC Analyst, CA (SA), CFA 9 years of experience in the 9th sector with the company
Sandy McGregor Portfolio Manager, BSC Analyst, BA (Hons-Econ) 50 years of 30-year industry experience with Sean Munsie Portfolio Manager, BACC Analyst (Hons), CA (SA), 9 years of industry experience9 years with the company
Londa Nxumalo Portfolio Manager, BACC Analyst, MCOM (DEV END), CA (SA) 10 years of sector experience in the company
Thalia Pecousis Portfolio Manager, com (Status), CFA 10 years of experience in the 6 -year industry with the company
Jacques Plaut Portfolio Manager, BSC Analyst (Hons), CFA 14 years of experience in the 14th sector with the company
Rory Kutisker-Jacobson Portfolio Manager, Bussc Analyst, CFA 13 years of industry experience with the company with the company
Argon Asset Management (Pty) Ltd
www.argonassetmanagement.co.za company details
FAIS FSP REGISTRATION NUMBER: 835 CURTINATA: +27 21 670 6570 Fax Number: +27 21 671 8252 E -mail: Information @argonasset.co.za Address: 1st floor, Coleron House, The Oval, 1 Oakdale Road Newlands,7700 PO Box2324, Claremont, 7735 Name of Compliance Officer: Ecomply Tim Howse: +27 21 671 8162
Investment philosophy
Argon Asset Management is a customer -focused investment management company committed to internationally accepted best global practices and standards.They have a high performance culture that filters the long -term sustainable success of their investment portfolios.A capital investment process based on the investment process in the evaluation of the bottom up, fundamental.Multiple class investments follow an active approach to the attribution of tactical assets, with strong capital protection and volatility strategies that generate additional performance.They also follow a fixed income process of various strategies, diversifying sources or risks and return with a combination of tactical operations of duration, credit and yield.CREDITIAL B-BBEE
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Verification Services Aqrato Accreditation Date: 2021-11-28
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration?R29.1 billion holds the mandates they currently manage and the size of each of these mandates: Institutional: R28.1 billion retail: R1.0 billion life: - Others: - - - -
Requirements
Who is your FAI complaints officer?Tim, please provide the link to the complaint policy on your website: http: //www.argonassetmanagement.co.za/abouton/regulatory-details/
Property
What is the company owned by the company?Independent, there is no group structure that is the directors of the company?Executive Director: Dr.Manas Bapela, non -executive directors: mnxasana nomavuso, ca (SA);Aziza Galiel, CA (CA (CA (CA (SA), CFA; TASNEM SULAMAN; LUYANDA JOXO, CFA. The team and management are interested in property? Provide the percentage maintained by the team and management: Management and Personnel 82%
History
When was the company established?2005 mergers that have been performed since it was established: - as the investment staff
Investment equipment size: 19
Dr.Manas Bapela CEO/CIO MSC (Maths) Cum Laude, Risk of Global MGT Investment, PhD (Maths) 25 years of experience in the 12 -year industry with the company
Krishna Sathee Head: BSC Fixed Income (Hons-Stats) 25 Years of Experience in the 12-year sector with the company
Mark Ashley Chief: Equity with (men) 29 years of experience in the 6 years industry with the company
Ruen Naidu Head: Macro Strategies Bussc (Hons-Act SC) 14 years of sector experience with the company with the company
Ashburton Fund Managers (Pty) Ltd
www.ashburtoninvestments.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 40169 CIEBRA: +27 11 282 8800 Fax Number: +27 11 282 1619 and email overall: query@ashburtoninvest.co.za.Direction: 3rd Floor, 4 Merchant Place, 1 Fredman Drive, sandton, 2196 PO Box, 650149, Benmore, 2010 Name of Compliance Officer: Fallon Coetzee 087 736 9527
Investment philosophy
Ashburton Investments' main investment philosophy is to provide investors in long -term real returns, investing in assets that operate below their intrinsic value as they seek below and upward assessment data to make assets allocation decisions.
Our investment approach is based on three main pillars:
Macro uses global macroeconomic factors to identify trends that report our investment decisions and identify short -priced asset classes.
Quality We invest in quality assets: companies that are of substance and sustainability, solid through economic cycles and better equipped to generate long -term sustainable income.We focused on three main factors: high profitability, solid balance and low profit cyclic.We prefer the leaders with strong administration that operate in industries with high input barriers and structural growth.
Centralized, although diversification is a - -chamber principle at the asset class level, at the stock level, we prefer to have concentrated exhibitions from quality companies than diluted exposures from low quality companies.However, where we do not have an share selection advantage, we do not hesitate to incorporate index funds to capture the beta market.
What is the company owned by the company?Ashburton is the 100% property of the Fissrand group.Who are the directors of the company?Rudigor Kelyn, Patrice Rassau, Daryl Naidoo that the team and administration have interest in the property?The percentage of personnel and administration: Ashburton is 100% owned by the FISTRAND group.Personnel ownership is at the FISTRAND GROUP LEVEL
History
When was the company created?Ashburton Investments forms the fourth pillar of the Fissrand Group, along with the RMB, Wesbank and FNB.ashburton are 100% owned by Fissrand Limited.To have a prominent asset manager as part of your financial services offer.Therefore, after the administration of RMB assets turned to the impulse, a process began to consolidate all remaining group management functions under Ashburton.Companies that consolidated under the Ashburton brand are RMB Private Bank's investment management arm, BJM Multimanager, Ashburton Jersey and FNB's stock market.Business in its current form have been in operation since 2013.
However, the investment process for our balanced HouseView portfolios was created in 1999 and, therefore, has initially 19 years as an ANSBACHER, then as RMB Private Bank and currently as investments in Ashburton.From a new generation, we seek to provide investors to access more sources of performance, the opportunity to achieve greater portfolio diversification and, consequently, improve the overall portfolio efficiency and, therefore, balanced portfolios evolved over time ... In the endFrom 2015, Ashburton acquired the Atlantic Asset Management, a fixed boutique house in order to expand our skills of fixed interest.
The consolidation of asset management functions and group heritage was completed in October 2017 with the transfer of the founder of RMB global markets to Ashburton.This consolidation has resulted in a common investment philosophy and common systems that apply to various investment solutions.
In November 2017, after introducing efficiencies in wealth and investment business (Wim), this business, along with a large contingent of Ashburton's team, was returned to the FNB to be closer to its customers.It is a pure asset management company that offers solutions mainly in the space of fixed interest, listed and without slats, as well as other classes of active private market.
Requirements
Who is your FAI complaints officer?FALLON COETZEE, provide the link to the complaint policy on your website: http://www.ashburtoninvestments.com/docs/defaultSource/documents/legal/fais-matics-solitionpolly .pdf?SFVRSN = 2 list of mergers that occurred that were created: by the end of 2015, Ashburton Investments acquired the Atlantic Asset Management.
Ashburton Fund Managers (Pty) Ltd
Continued
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R123.7 billion holds the mandates that the current head of Thaver: Credit (action) BACC (Hons), CA (SA), 17 years of experience in the 3 -year sector with the company
Ringetani NDlovu Main Management Portfolio: Impact Bacc (Hons), CA (SA) 13 years of industry experience 4 years in the company
Neil Browner Head: Fund Solutions MBBCH, MBA, CFA, Caia, FRM, CIPM 11 years of industry experience in the company
Vicki Tagg Head: BCom Indexation (Hons), CA (SA) 21 years of industry experience 4 years in the company
Matthew John Head: Quantitative Research and MSC Data Science (Elect Eng) 12 years of industry experience with the company with the company
Charl de Villalers Chief: MSC Actions (Elect Eng), MBA 16 years of industry experience 1 year with the company
Dr.James Cooke Director and Chief: Global Equities Beng (Hons), MSC and PHD (Biochem Eng), CFA 16 years of industry experience with the company with the company
Jarred Sullivan Global Multi Asset Investment Strategist MSC (ECO), CFA 7 years of experience in the 6 -year sector with the company
Main investment employees
Investment equipment size: 37
PATRICE RASSAU CIO MSC (ECON), MBA, CA 30 years of experience in the sector 2 years with the company
Chris Chief Siriram: LDI BSC (Hons), Fassa 10 years of industry experience with the company with the company
Albert Botha Head: With fixed income manager, at 17 years of experience in the 6 year sector with the company
Benguela Global Background Managers (PTY) Ltd
www.banguelaglobal.com Details of BBEE's credentials
FSP FAIS REGISTRATION NUMBER: 45122 CUTTER: +27 10 596 8500 Fax Number: +27 11 803 6063 and email overall: info@bengolaglobal.com Address: 3rd floor Rivonia Village, CNR Rivonia Boulevard and Mutual Road Rivonia, 2191 NameOfficial: Debra: Debrarynn CSFS +27 21 975 6597
Investment philosophy
Our investment philosophy is based on the belief that higher risk -adjusted returns can, in the long run, through investments in: high quality companies with sustainable growth prospects that are purchased at reasonable prices
Requirements
Who is your FAI complaints officer?Debra Lynn Cars -Proedure.pdf Are you accredited by your B -BBEE?Yes, what is your BBEE state?Level 1 Who did you believe?Healthy Accreditation Date: 2021-01-27
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R7.3 billion details the mandates that update
Main investment employees
Investment equipment size: 7
Property
What is the company's real estate structure?Are Benguela's global fund administrators owned by staff who are the company's directors?Directors: Zwelakhe Mnguni, Karl Gevers, Sibongile Mpakanyiswa, Colin Clarke and Lindiwe Magubane interest in the property?Administration: The team has 100% of the company
History
When was the company created?2013 fuse list that has occurred since it was established: –Zwelakhe Mnguni Cio BCom (Hons-Finn Man) 21 years of industry experience with the company with the company
Portfolio Manager Karl Gevers Bacc, B.com (Hons) CA (SA) Experience of the 20 year industry in the company
BLUALPHA INVESTMENT MANAGEMENT
www.bluealphafundds.com Details of the History Company
FAIS FSP Registration Number: 118 Correos: +27 21 409 7100 Fax Number: +27 21 425 6560 E -mail: info@bluealphafunds.com Address: 11th FLOOR, Convention Tower, CNR Heerengraght Street and Walter Sisulu Avenue, ChapeTown, 8001 Poex 7601, RogGebaai, Cable City, 8012 Name of Compliance Officer: Kirsty Minor +27 21 409 7103
Investment philosophy
Blualpha's philosophy and investment process focus on identifying companies that have a history of long -term value creation (quality and growth).We focus on companies that generate high income in the invested capital, which translates into real economic gains (as opposed to accounting profits).These companies usually generate strong cash flows that can reinvest growth.We focus on three main pillars in our process: 1. Value creation The company's ability to create economic value (economic profits, capital income and
Strong free cash flow is the focus) .2. Growth Potential: If a company has the wide ability to grow in the future. Quantitative signals: These internal models are used as a confirmation of our research, as well as a tool ofdetection for new ideas and as part of our sales discipline.
Evaluation is the final part of our process.The evaluation is evaluated in relation to its peers and history.The preferred methodology is a cash flow performance.When was the company established?List of 2003 mergers that have occurred since it was established: in January 2020, Credde Capital Partners acquired a 51% possession in Bluealpha, which ended Bluealpha became a level 2 BBEE collaborator.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R6.3 billion hold the mandates they currently manage and the size of each of these mandates: Institutional: R $ 3.7 billion retailers: R2.6 billion lifetime: - Others: -
Requirements
Who is your FAI complaints officer?Kirsty Minor
Property
What is the company's real estate structure?Investment management in Bluealpha is privately owned.Richard Pitt, Sandile Sokhela, Kirsty Minor, Peggy-Sue Khumalo the staff and the administration are interested in the property?Provide the percentage maintained by the team and management: Yes, 49% of the company is in the hands of high management.All shareholders actively participate in Bluealpha.
BLUALPHA INVESTMENT MANAGEMENT
Continued
Main investment employees
Investment equipment size: 7
Walter Jacobs Cio, Portfolio Manager at BCOM (Hons) CA (SA) 20 years of experience in the company 3 years in the company
Duzi Ndlovu Bcom portfolio, mphil, CFA 20 years of industry experience 1 year with the company
Gary Quinn BSC Portfolio Manager, MBA 20 years of industry experience with the company with the company
Richard Pitt CEO, Portfolio Manager at Bbussc, CFA 20 years of sector experience with the company with the company
the company
Nikola Jordaan Bocsci Research Analyst, CFA level 2 candidate 8 years of 4 -year sector experience with the company
Phumudzo Seebe MSC Quantitative Analyst (Mathsc) 2 years of industry experience 1 year with the company
Equity Analyst UNATHI MAGELA BCOM, CA (SA) 2 years of industry experience 1 year with the company
CADIZ FUNDS (PTY) LTD
www.cadiz.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 45442 CORTINATA: +27 21 657 8300 Fax Number: +27 21 670 4651 and Email General: info@cadiz.co.ZA Address: Cadiz House, Alphen Estate, Alphen Drive, Constantia, 7806 POBox 4447, Clarent, 7735 Name of Compliance Officer: Exterior: Frits Rossouw +27 21 558 9675
Investment philosophy
Cadiz seeks to invest in bus of good quality emotion instead of reason.Cadiz strives to remain rational and objective, taking advantage of market inefficiencies and create value for our customers.
To identify these opportunities, Cadiz follows a fundamental approach from top to bottom, systematic and disciplined.Loss of permanent capital and allows Cadiz to create value for its customers while taking the lower risk.
Requirements
Who is your FAI complaints officer?Rossauw frits provides the link to the complaint policy on your site: https://cadiz.co.za/wp-content/ uploads/2019/03/20160705-dais-cofoticeuremanual.pdf
Property
What is the company's real estate structure?Spirit Invest has 100% of the back of Cadiz (PTY) Ltd.Who are the directors of the company?Ian Kilbride, Adrian Meige, Sidney McKinnon, Richard Rattue, John Rodney Reid, Christiaan Meyer, Timothy Hughes, Damascene Taylor, the team and management are interested in the property?Provide the percentage maintained by the team and management: yes, the ownership scheme of actions is instead of history
When was the company created?
B-BBEE credentials
Are you accredited by B-BBEE?No, what is your BBEE state?🇧🇷
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R11.5 billion details the mandates that update
Main investment employees
Investment equipment size: 8
Adrian Meager Cio, administrative director 26 years of experience in the 15 -year sector with the company
Sidney McKinnon Chief: Fixed Income BSC (with SC and Mathematics) 25 years of 8 -year industry experience with the company
Johan Louwrens, CFA Chief: Equity with (Men-Inv Man), MSC End Markets and Inv, CFA 8 years of industry experience with the company with the company
HOPE HOPE, 5 YEARS OF INDUSTRY EXPERIENCE 1 YEAR FIXED PORTFOLIO HOPE with the company
Catalyst Fund Managers SA (Pty) Ltd
www.catalyst.co.za Details of the Company's story
FAIS FSP REGISTRATION NUMBER: 36009 CHANGE STRING: +27 21 657 5500 Fax Number: +27 21 683 7579 Email: Operations @catalyst.co.za Address: 4th FLOOR PROTEA PLACE, CLAREMONT, 7708 PO Box 44845, Claremont, 7735 Compliance Officer: Ecomply Tim Howse, Nick Howse +27 21 671 8162 / +27 82 885 8598 When was the company established?List of 2006 mergers that have occurred since it was established: - - -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?
Investment philosophy
Security catalyst background administrators are that real estate is a separate asset class that provides benefits from diversification to a multipurpose class portfolio, resulting in better risk -adjusted income.They are property firm advocates listed as a long investment and follow a rigorous process in the analysis of real estate values.The main roads, specifically considered as the quality of the portfolios of properties, management equipment and commercial capital structure.
Its main consideration in identifying the intrinsic value is the total yield profile for investors, composed of capital appreciation, as well as a regular component of dividend income/income, which tend to grow closely collaboration with inflation over time.
Its philosophy also promotes its independent research capacity of the internal company, which consolidates the knowledge of the property with the specific characteristics of the company.This, together with a constantly applied evaluation methodology designed specifically for the evaluation of the list of listed, the difference of their competitors and allows them to add a real value to the portfolios of their customers.
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R13.29 billion hold the terms they currently manage and the size of each of these mandates: Institutional: R11.68 billion retail: R1.61 billion life: - Others: - - - - - -
Requirements
Who is your FAI complaints officer?Michael Arbuthnot, provide the link to the complaint policy on your website: https://www.catlyst.co.za/wp-content/ loads/2019/04/Complaint Process Resolution.pdf Key Investment Personal
Investment equipment size: 3
Portfolio Manager of Zayd Sulaiman Ca (SA) 23 years of experience in the 15th sector with the company
Mvula Seroto Portfolio Manager CA (SA), CFA 8 years of experience in the 8 -year industry with the company
IMDAAD Portfolio Manager Nana 10 years of experience in the 3 -year sector with the company
Property
What is the company's real estate structure?84.9% catalyst funds, another 5.0% of the 10.1% trusted person they have interest in the property?Provide the percentage maintained by staff and management: yes, Trust people have 10.1%
Colourfield Liability Solutions (Pty) Ltd
www.colourfield.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 35113 CURTINATA: 086 100 7656 E-mail: cls@colourfield.co.za Address: Unit 16b, 3 Melrose Boulevard, Melrose Arch, 2192 Compliance Officer Name: Curri serves Elzabe shit: 087 897 6970@commiserve.co.za
Investment philosophy
Colorfield is the investment management business "promoted by the most and dedicated responsibility in South Africa.As LDI manager, Colorfield's investment philosophy is based on the understanding and elimination of liabilities.We use a scientific approach to the construction of a portfolio that will track a point of reference based on responsibility, regardless of market circumstances.
Unlike other investment administrators trying to overcome a point of reference in which central components are known in advance, ColorField intends to track the movement of a non -invertible flow of responsibility.BBEE CREDENTIAL
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Accreditation Date: 2020-03-31
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R48.7 billion details the mandates that update
Requirements
Who is your FAI complaints officer?Elzabe Botha, provides the link to the complaint policy on your website: -
Property
What is the company owned by the company?Private owned company that are the directors of the company?Nick Sennett, Costa Economou, Shaun Levitan, team and administration Brenda Matyolo interest in the property?Provide the percentage maintained by the team and management: 71.7% team property and management
History
When was the company established?
Investment equipment size: 7
Dr.Nick Sennett Cio, Actoy PhD (END) 34 years of industry experience 14 years with the company
Troy du Plassis Trader, Act and CFA, fell 15 years of experience in the 12 -year industry with the company
Shaun Levitan CEO, Specialized Portfolio Structure, ACT and MSC (ACT SCI), CFA 20 years of experience in the 12 -year industry in the company
Asset Management (PTY) LTD
www.coronation.com
Company details
Fesp Fais Registration Number: 548 Change Scientific: +27 21 680 2000 Fax Number: +27 21 680 2100 E -mail General: clientservice@coronation.co.za Address: Seventh Floor Montclare Place, CNR CAMPGROUND AND MAIN ROADS Claremont,Cape Town, South Africa, South Africa, Box 44684, Claremont, Cape Town, 7735 Name of Compliance Officer: Mr.Stephan Kemp +27 21 680 2809 MS Jamie Rowland +27 21 680 7703
Investment philosophy
All coronation products are administered according to a single investment philosophy.It is based on two main principles: use a long -term horizon to establish a company's fair value and a disciplined approach based on evaluation, which drives purchase and sale decisions.
Requirements
Who is your FAI complaints officer?Jamie Rowland and Stephan Kemp, provide the link to the complaint policy on your website: available on request
Property
What is the company's ownership structure?Coronation Assets Manegens (PTY) LTD ("Management of Coronation Assets") is a subsidiary of absolute ownership of the coronation found Managers Limited ("Coronation Background Managers").Coronation background managers are, in turn company that appears on the Johannesburg Stock Exchange.Therefore, any public member can acquire actions in coronation fund managers.Who are the directors of the company?Anton Pillay and Mary-Mary Anne Musekiwa that the team and administration have interest in the property?Provide the percentage maintained by staff and administration: employees together have approximately 25% of the actions of coronation fund managers, with the company with the company of coronation asset management staff, therefore indirectly has a property interestin the active of the management coronation.
When was the company established?1993 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check you?Ernst and Young Verification Date: 2021-05-14 Expiration Verification Date:-
Investment mandates
What are your total assets under administration? R540.8 billion details the mandates that it currently manages and the size of each of these mandates: Institutional: R273.7 billion retailers: R267.1 billion life: - Another: another: - - - -
Asset Management (PTY) LTD
Continued
Main investment employees
Investment equipment size: 60
Karl Leinberger Cio Bussc, CA (SA), CFA 21 years of experience in the 21 -year industry with the company
SARAH-JANE ALEXANDER BBussc Portfolio Manager, CFA 18 years of industry experience 13 years with the company
Neville Chester Senior Portfolio Manager Bcom, CA (SA), CFA 25 years of industry experience with the company with the company
Pallavi Ambekar Co-Head: Absolute Return Bussc, CA (SA), 19 years of experience in the 19-year industry with the company
Chief of Quinton Ivan: Sa Equity Research with (Good), Search, CA (SA), 17 years of experience in the 16 -year industry with the company
Neill Young Portfolio Manager Bussc, CA (SA), CFA 23 years of industry experience 23 years in the company
Charles de Kock Copa: Absolute return with, with (men) 36 years of experience in the sector 17 years with the company
Nishan Maharaj Chief: Fixed Income MBA, BSC (Hons) 19 years of industry experience 10 years with the company Gavin Joubert Head: Global Emerging Markets Bbussc, CA (SA), 23 years of industry experience with the company with the companywith the company
Suhail Suleman Bussc Portfolio Manager, CFA 20 years of 14 -year industry experience with the company
Peter Leger Head: Global Frontiers BCom (Hons), BSC (ENG), CFA 24 years of sector experience with the company with the company
Anthony Gibson Portfolio Manager with 41 years of experience in the 29 -year industry with the company
Louis Statasen Senior Portfolio Manager BCom (Hons), BSC, CFA 32 years of experience in the 29 -year sector with the company
Neil Padoa Chief: Global Development Markets Research Begonsc, FFA 14 years of industry experience 10 years with the company
Boss of Mauro Longeno: Fixed Income Research BSC (Hons-Eng), CFA 11 years of experience in the 8-year sector with the company
Differential capital
www.diferencial.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 49982 CORTINATA: +27 10 443 7470 and email overall: info@differential.co.ZA ADDRESS: 151 5, CNR 5th Street & Park Lane, Block B, third floor Sandown, Sandton, 2196 PostnetSuite 446, Private Bag X9 Benmore, 2010 Name of Compliance Officer: Johan Van Zyl +27 11 568 0925
Investment philosophy
Our investment philosophy is based on the opinion that investors set market prices based on their cash flow expectations.Prices) are imperfect.We focused on three sources of market imperfection:
Information asymmetry: Although investors are aware of the same set of information, there are differences as different investors use available information. For example, at the micro level, many retailers publish their price catalog on their e -commerce sites; However, the market is still routinely surprised by the price of inflation by these same retailers. The same asymmetry exists at the macro level: adding prices to various food retailers, investors could better anticipate inflation for various components of the CPI basket. This asymmetry is partially a function of the fact that most investors do not continually gather price information published by retailers. This is due to a number of reasons: some retailers do not have technical and financial means to gather this information, while others adopt an investment style that does not focus on short -term profit surprises (eg, in -depth investors in depth long term).
This creates an opportunity for investors who can reap and use more information than others.Therefore, differential capital has invested time and resources to ensure that you have access to more information than the typical investor and incorporate this information at a micro (specific company) level as in macro (general portfolio positioning).
Asymmetry Processing: There are differences in materials in the preparation with which different investors can incorporate and act on new information. For example, an analyst may take time to accurately decipher what an increase in money supply can mean for the margins of a retailer or, even simpler, that change in oil price should mean to the price differential between two producers of oil. 🇧🇷 It can also take some time between when an analyst formed a vision based on new information and when this view is exchanged in the wallet. These differences in processing speed exist for various reasons, including the fact that some parts of an analyst's work can be automated (for example, models can be used to continually evaluate whether changes in the price of two oil producers. They are congruent with the fundamental characteristics of the two companies) and the bureaucracy and the lack of agility that usually comes with large asset administrators. This creates an advantage for asset administrators with greater processing and organizational agility. Therefore, differential capital has developed systems to help analysts analyze the impact of new information on the investment universe.
Preferably asymmetry: Investors operate with very different preferences and restrictions.Examples include the fact that value managers prefer "cheap" actions and facts error limits sometimes mean investors cannot completely express their opinions.We believe these restrictions have the error error price of the product and delayed the reaction to information.For example, an action administrator may be reluctant to incorporate "expensive" growth actions, even if macro is conducive to stock.Similarly, an investor may not be able to act on new information and buy a specific instrument due to the limitations and concerns of monitoring errors.They can lead to prolonged absorption of new information as expectations change in the information response (macro and micro).
The erroneous price created by this asymmetry creates an opportunity for style agnostic investors that agile enough to incorporate new information as they arrive.Therefore, the differential capital investment process aims to capture such as macro trends and data points influence different types of sectors and styles, while allowing the impact of micro data points on specific investments.
Requirements
Who is your FAI complaints officer?Vincent Anthonyrajah (COO/MD) provides the link to the complaint policy on its website: https://www.differential.co.za/policies
Property
What is the company owned by the company?Christy Vincent Rathulan Anthonyrajah: co -founder;27.75% of common shares.Technology director;2.5% of common shares.Africa Ltd;24.99% of common shares (seed inverter).Who are the directors of the company?Vincent Anthonyrajah, Naeem Badat, Malwandla muse has personnel and administration are interested in the property?They provide the percentage maintained by the team and management: the founders currently have 70.5%of the business, with two non -executive administration that have 4.5%.We are finishing confidence to share personal to non -financial employees.Initially, 5.5%will be attributed to Shale Trust, carrying non -founding property by 10%.
History
When was the company established?Fusion List 2018 that has occurred since it was established: -
Differential capital
Continued
B-BBEE credentials
Are you accredited by B-BBEE?No, we are an EME (attached testimonial), but now we cross the state of what is your state B-BBEE?Level 2 Who did you accredited?Accreditation date: ---
List
Are you in accordance with GIPS?Yes, are you checking gips?No, Euclides (our system developed internally) performs shadow and shadow performance checks.These are compared to the presumed background services that are verified.Why did you check you?Verification?Date: Verification Expiration Date: -
Investment mandates
What are your total assets under administration?R830 million, detail the mandates that update
Main investment employees
Investment equipment size: 8
Naeem Badat Cio BSC (Hons), Caia, CFA 13 years of industry experience 4 years in the company
Muse Malwandla Chief: Research BSC (Hons), MSC, PhD (finances) 11 years of industry experience with the company Vincent Anthonyrajah CEO/COO BSC (Hons) 13 years of industry experience with the company with the company
Miguel Laceda Chief of Scientific Databases (Stats) 3 years of industry experience 4 years with the company
Investment Analyst in Louis Loizou, Chief: Portfolio Risk BCom (Hons-Inv Man, Economics) 10 years of industry experience 4 years in the company
Investment Analyst at Sizwe Msomi Ca (SA), CFA 5 years of industry experience 4 years with the company
James Anthonyrajah Investment Analyst, Trader MSC (Phy) 4 years of industry experience with the company with the company
Sign Analyst Jack ES, Trader com (Men) 2 years of experience in the sector 2 years with the company
Excelsia Capital (Pty) Ltd
www.excelsia.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 46756 CURTINATA: +27 21 276 1740 Email General: info@excelsia.co.ZA Address: 3rd FLOOR, Sunsclare Building 21 Dreyer Street, Claremont, Ciuddebbie Cousin, Carmen Kleyn +27 21 975 657
Investment philosophy
Our investment philosophy is based on evaluation, focused on long -term thinking and the evaluation of the main variables of what drives value in a business. We reversed companies that we believe to be selling with a discount to our assessment of our assessment of its intrinsic value. Several evaluation methods are used to determine the value of a business and the standardization of profits form an essential part of the intrinsic value assessment of the cycle. We also consider the probability of results around our evaluation and the possible deadlines in which the value can be unlocked. In the evaluation process, quantitative and qualitative factors are included to help evaluate the leading promoters of business income, their risks/rewards and the dynamics of the industry in which the business operates. The main aspects of our philosophy include: ● Adopt a commercial approach; ● Looking for a safety margin; ● Enjoy fear and greed; ● Do not base investments in macro forecasting and ● Adopt a long -term approach.
Requirements
Who is your FAI complaints officer?Derek McDonald, provide the link to the complaint policy on your website: http://www.excelsia.co.za/legal.html#client
Property
What is the company owned by the company?90.3% owned by Excelsia Holdings (PTY) Ltd, who are the directors of the company?Rajay Ambekar, the team and management are interested in the property?Provide the percentage of power of personnel and administration: yes.100% History
When was the company established?2016 fuse list that has occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?Micro Enterprise Isent: Date of Declaration Declaration Accreditation: 2021-04-20
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R2.3 billion details the mandates that the other current ones: - - - - -
Main investment employees
Investment equipment size: 7
Rajay Ambekar Cio Ca (SA) CFA 24 Years of Experience in Industry 5 years with the company
Richard Middleton Portfela BSC (ENG) Manager, MBA 23 years of industry experience 3 years in the company
Fairtree Asset Management (Pty) Ltd
www.fairtree.com
Company details
FSP FAIS REGISTRATION NUMBER: 25917 ERRODOR: 0861 760 760 Fax Number: +27 21 914 3103 General Email: clientservices@fairee.com Address: Willowbridge Place, CNR Carl Cronje and Old Oak Road, Bellville, 7530 PO Box 4124, thhergervalley, 7536Compliance Director Name: Enrique Independent Compliance Services of Goose Property
What is the company owned by the company?Personnel and Management: 100%
History
When was the company established?2006 list of mergers that have occurred since it was established: -
Investment philosophy
Fairtree is a leading investment manager who manages alternative and long investment portfolios only in all types of global assets for institutional clients and people of high equity.With the headquarters of Cape Town, South Africa, our firmament commitment to a consistent investment philosophy continued to continue to offer high quality income to investors since the beginning of our first fund in 2003.
We are proud of our acclaimed specialized equipment, as well as our risk management processes and portfolio tested, tested and tested.
Meticulaous analyzes from top to bottom and from bottom to top ensure a diverse selection of investments on each bottom.With experience based on South Africa, we developed a portfolio of various global products.Our solutions include a variety of capital, fixed income, credit, basic products, properties, private capital hospitality, balanced mandates and multi -entity in multiple global geographies, with combined actives of about R110 billion under administration on October 31, 2021.
Requirements
Who is your FAI complaints officer?Enrique Goosen's independent compliance services provide the link to the complaint policy on your website: www.fairee.com credentials B-BBEE
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 4 Who did you accredited?Accreditation Date: 2021-10-15
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R104.3 billion detach the mandates they currently manage and the size of each of these mandates: Institutional: R74.2 billion retailers: R30.1 billion life: - Others: - - - -
Fairtree Asset Management (Pty) Ltd
www.fairtree.com
Main investment employees
Investment equipment size: 42
Director of Andre Malan com, MBA 27 years of industry experience 16 years with the company
Director of Kobus Nel CA (SA), CFA 16 years of experience in industry 16 years with the company
Bradley Anthony BA (ECO), fall 28 years of experience in the 10th anniversary with the company
Ian Millar portfolio manager with 31 years of experience in the 12 -year sector with the company
Stephen Brown Portfolio Manager with, MBA, CFA 24 years of experience in the 11 -year industry with the company
Jacobus Lacock Macro Strategist/Portfolio Manager BCOM (ECO), CFA 17 years of experience in the 10 -year sector with the company
BOYSEN COLOR MANAGER OF PORTFELA BEG 16 YEARS OF INDUSTRY EXPERIENCE 9 YEARS WITH THE COMPANY
Louis Antelme Portfela CFA 32 Years of Experience in Industry 9 years with the company
Paul Crawford BSC Manager Portfolio (Eleg Eng), MBA, CFA 24 years old experience in the 9 -year sector with the company Joe Bester Portfolio Manager CA (SA) 11 years of 8 -year industry experience with the company
Clarissa Van der Westhuyzen Bussci Manager (Finance), PGDIP ACC, CA (SA), 17 years of industry experience with the company with the company
Portfolio Manager of Cephas Dube com (Men-Act SC), MCOM (ECON) 15 years of experience in the sector 6 years with the company
Rob Hart Portfolio Manager BBussci (END) 25 years of sector experience with the company with the company
Chantelle Baptiste manager with (Hongman AC), anchor, top 10 years of 5-year industry experience
Deon Botha Portfolio Manager MCOM (ECON) 9 years of experience in the sector 9 years with the company
Cornelius Zeeman Manager Ca (SA), CFA 7 years of industry experience with the company with the company
Dane Merrick Portfolio Manager BSC (Hons-Mech Eng) and MSC, CFA 6 years of industry experience with the company with the company
Foord Asset Management (Pty) Ltd
www.foord.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 578 CHUMA CIT BOX 135, Howard Place, 7450 Name of Compliance Officer: Diane Behr +27 21 532 6916
Investment philosophy
How Ford thinks of investments determines how they act.The principles of their investment philosophy are the lights that guide what they do:
Obtaining the great correct calls, significant investment income are not obtained by making incremental decisions.The highest long -term income is generated by identifying and taking advantage of economic cycles.In the long run, it is never beneficial to invest in the quick votes of the slow package.
Buy for the right price, the price for which an investment is purchased determines future income: very dear payment and future returns are compromised.investment security.Inverting with a safety margin is essential to reduce the future risk of loss.
Take a long -term vision and is the patient's speculation is a short -term activity with an inherently uncertain result.Investment is a long -term activity with a real result.As the maturation of a good wine or growth of a tree, the potential of an investment perceives time.
Ignore the point of reference when portfolio construction, a reference point is usually representative of what is fashionable or simply. It is not always better and fashion is volatile.Portfolios must be built by applying objective and independent perspectives to their composition.To overcome the herd, you must be different from the herd.
Diversify and manage the risks of diversification offer the only "free lunch" in the market: gives the investor the opportunity to manage the risk of being wrong.Diversification should be used frequently but not overly.When careful analysis of careful analysis of an investor is a greater conviction, less diversification is needed because the risk of being wrong is lower.Who are the directors of the company?🇧🇷Provide the percentage maintained by staff and management: 80%
History
When was the company established?1981 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 5 Who did you believe?
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check you?
Investment mandates
What are your total assets under administration?R107 billion details the mandates that update
Requirements
Who is your FAI complaints officer?Diane Behr provides the link to her site complaints policy: https://foord.co.za/sites/default/files/2019-05/ complaints% 20resolution_may2019.
Property
What is the company owned by the company?
Investment equipment size: 18
Dave Ford Cio Bcom, CA (SA) 43 years of experience in the 39 years industry with the company
William Fraser Strategy, Portfolio Manager, com (ACT), CERT (ENG Eng) 24 years of 15 -year industry experience with the company
Nick Balkin Portfolio Manager with (Men), CFA 18 years of experience in the 15th sector with the company
Nancy Hossack Portfolio Manager Bussci (Hons), CA (SA) 10 years of experience in the company 6 years in the company
Futuregrowth Asset Management (Pty) Ltd
www.futuregrowth.co.za company details
FAIS FSP Registration Number: 520 Cortinata: +27 21 659 5300 Fax Number: +27 21 659 5400 Email: info@futuregrow.co.za Address: 3rd floor, Great Westerford, Main Road Rondebosch, 7700 Private Bag x6, Rondbosch, 7725 Name of Compliance Officer: Ryan Kieer +27 21 659 5447
Investment philosophy
Future Growth's fixed interest investment philosophy is to maximize long -term investment returns, identifying, measuring and managing all interest -added interest -added components.
This can be widely divided into two central areas.First, the interest rate process implies the determination of the most likely interest rates of interest rates, followed by the most appropriate allocation for the monetary market, nominal securities and linked to inflation also as positioning of the performance curve in the three assets of the rateextension.
The interest rate strategy is mainly expressed using the most liquid RSA government title market.The process strives to identify market anomalies, finding the balance between fundamental economic analysis (from top to bottom) and market evaluation (below).With the frequency that find an incompatibility that allows them to express their point of view, preferably against a well -economic consensus of the market.
Along with the intense scrutiny they pay for the interest rate process, they channel substantial efforts on asset selection.The core of the asset selection process is the creation of diverse portfolios with an improvement in substantial performance through a solid credit/ analysis process.As a result, performance in portfolio operation should produce higher long -term stable performance.
In terms of market anomalies, future growth believes Alpha can add through exploitation focused on market inefficiencies. They use well -practiced quantitative processes to select high credit quality and high performance assets. They realize that, during the highest income, the portfolio is exposed to both the risk of violation and to expand credit differentials. These risks are minimized in many ways that include: ● Use a key process that shows good assets for inclusion in the portfolio ● Ensure diversity through credit exposure limits (issuer, credit class, sector) ● Trading strong agreements of Creditors, security and protection protections that reduce the likelihood of non -compliance and also increase our estimated recovery rates in case of non -comparison ● Actively monitoring and administration of these assets ● Appropriate price addressing credit risk
Requirements
Who is your FAI complaints officer?Ryan Kieer, provide the link to the complaint policy on your website: http://www.futuregrowth.co.za/legal-andicolicies/ complaints-protoldure/
Property
What is the company's real estate structure?In August 2018, the dispersion of future growth actions was as follows: Old Mutual Investment Group (SA) (PTY) Ltd 75.9%, omigsa Black Management Trust 6.80%, omigsa Management Trust 12%, Imfundo SP Holdings(PTY) LTD 5.3%WHO EMPLOYEES AND MANAGEMENT: 18.8%
History
When was the company created?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?Accreditation Date: 2021-05-27
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Futuregrowth Asset Management (Pty) Ltd
continued
Investment mandates
What are your total assets under administration?R190.8 billion details the mandates that update one billion another: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - -
Main investment employees
Investment Equipment Size: 51 (Includes Specialized Investment Management Equipment)
Andrew Cacho
Wikus Furstenberg Portfolio Manager, Chief: MCOM 3 -year interest rate process 22 years old with the company Daphne Botha Portfolio Manager, Chief: Hons Risk (Hons), Final Markets 25 Years Experience in Industry 20 Years with company
Michael Van Rensburg Portfolio Manager, Chief: Treatment of 31 Years of Industry 22 years old with the company
Jason Lightfoot Manager, BA Credit Analyst, Bom (Hons) 24 years of experience in the 20 -year sector with the company
Paul Semple Portfolio Manager, Chief: Credit Bcom, Care (SA) 23 years of industry experience with the company with the company
Investment Managers of Independent Alternatives
www.independentalternatives.co.ZA Details of the Company's story
FAIS FSP REGISTRATION NUMBER: 47402 CORTINATA: +27 11234 1519 Email General: info@independentalternate.co.ZA ADDRESS: 42 HOMESESAD ROAD, JUPITER HOUSE, RIVER PARK RIVONIA 2191 NAME OF CONFORMITY Officer: Johan Van Zyl +27 61491 1585
Investment philosophy
“Study previous data: Retrospective we identify and model macro questions, observing various macro data sets to determine the current macro environment.In addition, specific macro environments can be supported or destructive for the performance of a specific investment strategy.
To understand the present: Information, we spend most of the time by collecting, processing and investigating fundamental data and pricing relationships (risk assumptions).We proceed with these risk premises on macro problems and apply evidence -based improvements to see why they occur specific investment opportunities and when and how they can be negotiated efficiently.
To respond to the future: the provision of the goal is to establish principles based on the rules for investment.We make macro themes based on an intuitive and fundamental understanding of a discretionary macro trader.But we support this understanding with a strict data analysis for testing these ideas to identify those that really work in a really constant and reliable way in various markets in any economic environment.We incorporate critical lessons of quantitative finance, stochastic analysis, Bayesian inference and automatic learning decision trees in our analysis.Don't "feel" nothing about markets or economics. "
Requirements
Who is your FAI complaints officer?Johan Van Zyl, provide the link to the complaint policy on your website: https://www.independentalternatives.co.za/legal/
Property
What is the company owned by the company?80% of management and management equipment / 20% of minority shareholders who are directors of the company?Directors: Grant Hogan, Chapinduka Tatenda, Otshepeng Sokhela, Lufuno Makhari the property?Provide the percentage maintained by team and management: Yes, 80% of the company belongs to the team and management teams.When was the company created?2015-08-04 List of fuse that has occurred since it was established:-
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R765 million, detail the mandates that update
Main investment employees
Investment equipment size: 4
Chapinduka Tatenda Cio Bussci (Act SC), fell 12 years of experience in the 6 -year industry with the company
Grant Hogan Bcom Portfolio Manager (Final Hons-Econ) 12 years of experience in the 6-year sector with the company
Kagiso Asset Management (Pty) Ltd
www.kagisaam.com Company details
FAIS FSP REGISTRATION NUMBER: 784 CURTINATA: +27 21 673 6300 Fax Number: 086 675 8501 E -mail General: info@kagisaam.com Address: Cape Town, Montclare Place, CNR Main & CampGrim Roads, Claremont, 7708 Po Box1016, Cape Town, Cape Town, Name of Compliance Officer: Wajdah Fataar +27 21 673 6326
Investment philosophy
What is the company's real estate structure?50.1% owned by Kagiso Tiso Holdings 49.9% of the management and the person Parusel the team and the administration is interested in the property?Provide the percentage maintained by staff and management: yes - 49.9%
History
When was the company established?
Kagiso Asset Management makes investment decisions based on error errors observing in the market.In a nutshell, they buy investments that have a price well below their considering assessment of intrinsic values and prevent those who believe they are expensive.
Opportunities arise when market prices deviate from intrinsic value.All investments represent a set of future cash flows, which can be evaluated with reasonable accuracy.Over time, this intrinsic value progresses at a very stable pace.Of the assets, however, they float considerably over time.This is largely due to the self-reference cycles of enthusiasm or negativity of investors, usually fed by an excessive approach to short-term data and flow news.
Its goal is to identify and explore erroneous measures in the markets.Therefore, they buy investments at prices well below their intrinsic value estimate and maintain them as they offer strong money returns and until they can be sold above this value.Once sold, Kagiso active management avoids these overvalued investments, while market price is above intrinsic value.
The future is never sure of Kagiso's asset management acknowledges that there is a considerable danger in operating with the comfort of a false sense of certainty and the accompanying behavioral reinforcement cycles that lead to a distorted assessment of new information.As a result, they understand that despite their best efforts, they cannot know all the facts.
This leads them to think more deeply, work harder and be more alert.Come the future in terms of probabilities, explore alternative scenarios, diversify your positions, the risk of coverage and seek possible asymmetries.
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Accreditation Date: 2018-12-07
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Requirements
Who is your FAI complaints officer?
What are your total assets under administration? R36.37 billion details the mandates that currently administers and the size of each of these mandates: Institutional: R28.52 billion Retail: R7.85 billion life: - Another: another: - - - - -
Main investment employees
Investment equipment size: 17
Gavin Wood Cio Bussc, FFA, CFA 26 years of industry experience with the company with the company
Abdul Davids Portfolio Manager with, CFA 24 years of industry experience 14 years with the company
Pool fund managers
www.lapis.co.za company details
Fais FSP registration number: 43123 General Email: info@lapis.co.za Address: There is no office at this time due to the name Covid-19 of the Compliance Officer: Oracle Conformy +27 11 100 2551
Investment philosophy
We use a quantitative investment -based investment methodology with the underlying strategy that is the dividend yield for all our portfolios.Our portfolios are composed of equally thoughtful values, which is one of the -have elements in the mitigation of insurance exhibition for any specific security.
Requirements
Who is your FAI complaints officer?Provide the link to the complaint policy on your website: -
Property
What is the company's real estate structure?Directors: Walk Mpofu (CEO) and Luvo Makasi (non -executive director) interest in the property?Provide the percentage maintained by the team and management: when customers on board, the team will be designated and the CEO will also have 25% capital.
History
When was the company established?The company has been actively operating since 2016 under a different investment strategy and then active operation under the current strategy (expert on global actions) since the third quarter of 2018 in the search for investment terms that mergers that have taken place that occurredSince it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Honeycomb Date: 2020-02-22 Gips
Are you in accordance with GIPS?Are you checking gips?Who did you check you?"Tell yourself about the verification:" Walking verification date: -
Investment mandates
What are your total assets under administration?It is not available, detail the mandates you currently manage and the size of each of these mandates: Institutional: Retail: Life: - Other: - -
Main investment employees
Investment equipment size :?
Zulu Xaba Cio, Chief: PHD of Action (App Math) 24 years of experience in the 3 -year sector in the company
Andreas Wueger Head: Chartered MSCI Research, Chartered Institute of Securities and Investments 25 Years of Experience in the 3 -year sector in the company
Sra. Zoliswa Madinda Bom Business Strategy and Development
James Nyokang'i Analytics & Research Act and MSC (Mathematical Demography) 25 years of 3 -year industry experience
Laurium Capital (Pty) Ltd
www.lauriumcapital.com Company details
FAP FAP FACE NUMBER: 34142 ENTER: +27 11 263 7700 Email General: IR@lauriumcapital.com Address: 9th FLOOR, 90 Grayston, 90 Grayston Drive, Saandown, Johannesburg, 2196 3rd Floor, 15 Cavendish Street, Claremont, Claremont ,, Claremont ,, Cable, 7708 Name of Compliance Officer: Independent Compliance Services;Enrique Goosen: +27 21 975 6597
Investment philosophy
Laurium uses a key investigation for the top -driven top with a top -down macro overlap to generate a concentrated investment portfolio that should generate attractive returns over time.Given the relative lack of liquidity and inefficiencies that still prevail in many of the many African exchanges, it is believed that a broad and flexible mandate is the most effective way to invest in the region.
All our funds are supported by a common investment philosophy.
Fundamental research and evaluations from the bottom up: the core of our philosophy: We seek to identify companies whose shares prices differ materially from our intrinsic evaluations, based on flow and long -term profit gains through the cycle.However, we recognize that there are relevant deviations from the prices of intrinsic evaluations for prolonged periods, and they should be taken into consideration in the risk management of a stock collection process based on evaluation.
Views from top to bottom: An important overlap: Identifying and taking advantage of economic cycles and market trends is an important contributor to the highest long -term investment income generation and is complementary to fund investigation.However, cycles and trends are often unpredictable and are subject to changes.Therefore, the risk of being wrong should be recognized and administered.
Trade: A part of the lower and top -down investigation: the market is right most of the time, but regular inefficiencies appear in the short term.Short -term inefficiencies may present business opportunities, regardless of the intrinsic value of a company.These opportunities usually arise due to large flows of money, flow of news and emotions, structural inefficiencies, corporate actions and other special situations or events.We believe that our strategy will work better in times after abnormal market volatility, because for volatile periods, prices tend to overcome fundamental evaluations that offer opportunities to take positions in these actions.During the strong upward markets, our performance is likely to be postponed relatively.During classification periods, it is likely that our performance will be worse in a relative one.
Requirements
Who is your FAI complaints officer?Mark Preston, provide the link to the complaint policy on your site: http://www.lauriumcapital.com/assets/ complaints2af1a0bf6771d597bad9fb7 2d26bcb47.pdf
Property
What is the company's real estate structure?The company started in August 2008 by Gavin Vorwerg and Murray Winckler.han maintained most of the company's properties from the beginning, with the rest of the assets held by other directors and employees.or B actions throughout the business.In fact, more than half of the team has business assets, with Gavin and Murray maintaining approximately 70% among them.Who are the directors of the company?Murray Winckler, Gavin Vorwerg, Brian Thomas, Mark Preston.Are the team and management interest in the property?Provide the percentage maintained by the team and management: yes, 25.3%
History
When was the company created?The 2008 fuse list has occurred since it was established: Laurium Capital bought 100% of the asset management heritage in late 2020 and brought several members of the Tantalo team.
B-BBEE credentials
Are you accredited by B-BBEE?-What is your state b-bbee?-Bo who did you accredit?
Laurium Capital (Pty) Ltd
continued
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?There is no verification date: –Ispi -verification type: - -
Investment mandates
What are your total assets under administration?R19.1 billion holds the mandates that update: -
Main investment employees
Investment equipment size: 15
Murray Winckler Cio and Portfolio Manager (CO -Founder) CA (SA), CFA 39 years of industry experience 13 years in the company
Gavin Vorwerg Head: Action Manager and Portfolio (CO -Founder) CA (SA), CFA 23 Years Experience in Industry 13 years with the company Brian Thomas Portfolio Manager Bussci (Hons) CA (SA), ACA, CFA 21Industry experience 4 years with the company
JUNAID BRAY, Research Coordinator Manager and Research Coordinator BBussci (Hons-Fin), CFA 17 years of industry experience with the company with the company
Melanie Stockigt Chief: Fixed Income, MCOM portfolio 25 Industry Experience Manager 1 year with the company
Robert Oellerman Manager and Chief of Portfolio: Global Equity CA (SA), CFA 28 of the industry experience 1 year with the company
Paul Robinson Manager, Chief: Africa Research BSC, MBA 19 of Industry Experience 13 years in the company
Legacy Africa Fund Managers (Pty) Ltd
https://legacyfrica.co.za the company details the property
FAIS FSP REGISTRATION NUMBER: 44651 CURTINATA: +27 10 109 3753 E -mail General: info@legacyfrica.co.ZA Address: Oxford and GLENHOVE, 114 Oxford Road, 2 Suite 1, Rosebank, 2196 Complicated Name: Sharen Gerald+ 27 11969 1649
Investment philosophy
We are a long -term inverter.Ability to increase profits faster than average for long periods of time.We use ESG research to generate a holistic image of the company and its operational model, ideas that are not considered when simply observes the financial statements.In addition, it gives us the opportunity to compare different companies and gives us a better understanding of why financial metrics or the performance of a company can be substantially different from others.This can lead to a hidden risk that is discovered or a promising opportunity presented, so ESG integration can be seen as a natural step in the evolution of long -term investment.
Our goal is to invest in economically sustainable superior companies that have the following characteristics: sustainable competitive advantages ● Good and repeatable commercial model ● Good operational management ● Management assumptions about their operating environment and businesses are realistic ● Well -articulated and sensitive companies.Strategy ● Large and/or open market opportunity ● Strong general balance ● Growing free cash flows ● Higher standards of corporate governance and good corporate citizenship "
Requirements
Who is your FAI complaints officer?Sharen Gerald provides the link to the complaint policy on your site: https://legacyfrica.co.za/index.php/publications/ policies.What is the company's ownership structure?● Legacy Africa Funds Managers PTY LTD (Holdings
Company - Godwin Sepeng has 60%, voice
GOPANE has 20% and Senzo Hlagu has 20% ● Legacy Africa Funds Managers Pty Ltd have 76% of
The multiple strategies of Legacy Africa and Joe Kainja have 24% of the legacy multiple Africa.
The Capital Partners Management has 40% "Who are the directors of the company? Godwin Sepeng, Senzo Hlagu & Lents Wents Gopane The team and management are interested in properties? Provide the percentage maintained by staff and management: Yes, 100% ofteam ownership
History
When was the company established?2012 merger list that occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Declaration of Accreditation Declaration: 2021-09-01
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R2.7 billion details the mandates that update
Legacy Africa Fund Managers (Pty) Ltd
Continued
Main investment employees
Investment equipment size: 7
Godwin Sepeng Cio BSC (Stats & Econom), CFA 27 years of industry experience with the company with the company
Senzo Hlagu Chief: Research BSC (Stats & Econom) 24 years of 8 -year industry experience with the company
Joe Kainja Head: Multi-Strategy (various assets and interests) BSC (Mathematics), MSC (Statistics) 27 years of experience in the sector 3 years with the company
Kgosi Monametsi Chief: Private Capital Bbusbsc (Hons) 18 years of industry experience 3 years with the company Mduduzi Ngobeni Research and Research Analyst BCom (ECON) and BCOM (Hons-Econometry) 7 years of industry experience with the company with the company withThe company with the company
TSHEPANG MARISHANE PRIVATE EQUIDED BCOM (ACC SC), BCOM (HONS-ACT)
Boitumelo Mashilane Private Equity Bomc (Hons-Fin Man) Mphil (Dev End) 17 years of industry experience 1 year with the company
LIMA MBEU MANAGEMENT OF INVESTMENT (PTY) LTD
www.limambeu.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 49018 CUTTER: +27 10 023 0113 Fax: +27 86 415 5280 E -mail: Investment Invest@limambeu.co.ZA Address: 2nd floor, Fredman Towers, 13 Fredman Drive, Sandton, 2196 Suite 189, Private, private, private private.bag x9 Benmore, 2010 Name of Compliance Officer: James Smalberger +27 21 975 6597
Investment philosophy
We believe that investment in disciplined growth is the best way to develop wealth and long -term capital.
The four main components of our philosophy are as follows:
Active Management: We believe that while the market is difficult to overcome consistently, it is still inefficient.Investment portfolios with a reference mindset that CLANT.
Growth Investment: We believe that buying companies whose profits are growing much faster than average leads to long -term market performance.We focus on finding companies that have a clear perspective of unusual increases in profits, as we believe that we have the best way to overcome the market.
Process: We believe that long -term success comes only to the strictest search for disciplines designed to counteract emotional pressures that arise when someone is responsible for investing other people's money.We believe that a process that combines human prediction with the discipline of a quantitative structure probably generates relatively better investment returns.
Risk Control: We believe in building highly diverse portfolios, as this improves the likelihood of higher performance in various cycles.The best way to develop wealth is through the absolute and relative investment that produce consistently.So much, risk management is integrated into our investment processes to create portfolios that have an active to moderate risk.FAI requirements
Who is your FAI complaints officer?
Property
What is the company owned by the company?Personal (50%).African Rainbow Financial Capital Services Holdings (PTY) Ltd (50%) Who are the directors of the company?Board of Directors: NDinavhushavhelo Rabali, Thabo Stanley Seopa, Adv.Lindelani Patience Sigo, Willem Theron Latagan, Brian Tafadzwa Mushonga and Clare Nyama and employees and administration are interested in the property?Provide the percentage maintained by staff and management: 50%
History
When was the company established?Fusion List 2017 that occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you believe?A declaration of the accreditation declaration: 2021-03-02
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
LIMA MBEU MANAGEMENT OF INVESTMENT (PTY) LTD
continued
Investment mandates
What are your total assets under administration?R1.2 billion details the mandates that update
Main investment employees
Investment equipment size: 4
NDINAVHUSHAVHELO RABALI CIO MSC (End of Mathematics) (Cum Laude) 16 years of industry experience 3 years with the company Teboho Tsotetsi Manager MSC (Quant Risk Man) 16 years of industry experience with the company with the company
Bindle Kinduzke Omano Makkey All
Thobile NGCOBO CA (SA) Investment Analyst 6 years of industry experience with the company with the company
Matrix Funds Administrators
www.matrixfundmanagers.co.za company details
FAIS FSP REGISTRATION NUMBER: 44663 CURTINATA: +27 21 673 7800 E -mail: info@matrixfm.co.ZA ADDRESS: LAS TERRAZAS, 2nd FLOOR, 25 PROTEA ROAD, CLAREMONT, CABLE CITY, 7708 COMFORMED NAME: Roushana Dean+ 27 21673 7821
Investment philosophy
We are a boutique asset management company with extensive experience in alternative and traditional investments.Pragmatic symptoms in our investment philosophy, focusing on capital growth and limited reduction.We combine the selection of ascending actions with the allocation of tactical assets, which dynamically manage as reported by our solid market time and macro research skills.
Requirements
Who is your FAI complaints officer?Faieka Slemming, provide the link to the complaint policy on your website: www.matrixfundmanagers.co.za/ complaints-soLation-process/
Property
What is the company's real estate structure?Matrix Fund Managers has 56% of management and 44% of external investors.Who are the directors of the company?Lourens Pretorius (President and Cio), Robert Coombe (COO), Roushana Dean (CFO), Nersan Naidoo (non -executive director) and Reece Briesies (non -executive director) that the team and administration have interest in the property?Provide the percentage maintained by personnel and management: 56% in team power and management history
When was the company established?2006 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R16.2 billion holds the mandates it currently manages and the size of each of these mandates: Institutional: R11.8 billion retailers: R4.4 billion lifetime: - Others: - - - -
Matrix Funds Administrators
www.matrixfundmaanagers.co.za investment staff -chave
Investment equipment size: 12
Lourens Praetorius Cio, Chief: Fixed Income BCom (Hons) 27 years of experience in the 18th sector with the company
Bruce Mommsen Head: Bussci Variable Research and Income,
Konstantin Egorov MSC Fixed Income Investment Manager 24 years of sector experience with the company with the company
SOLLIE VAN DER LINDE Fixed Income Investments Manager BCOM (Hons) 18 years of experience in the 10th sector with the company
Chris-Sandra Klaasen Fixed Income Investment Manager (Hons), BCom (Hons) 22 years of 4-year industry experience with the company
Quantitative Dain Winsnes Bcom (ACT SCI) quantitative income analyst 6 years of experience in the sector 2 years with the company
The Fixed Income Analyst of Theo Kola Bcom (Hons), MCOM (ACC) 6 years of industry 3 years with the company Siphelele Mdudu Analyst Mcom (End Man), 18 years of industry experience 1 year with the company
Economic Strategy of Fixed Income from Carmen Nel, CFA, FRM 20 years of experience in the sector 4 years with the company
Leon Michaelides Equity Investment Manager BCom (Hons), CA (SA) 21 years of experience in the sector 6 years with the company
Anthony de la cour, MA, MBA, CFA, 15 years of experience in industry 3 years with the company
NDumiso Ndebele Bbussci Capital Analyst (Act SCI), Mphil (End Maths), CFA 11 years of industry experience with the company with the company
Equity Analyst Melony Spark BSC (Hons) (AST and Phy), PhD (AST) 6 years of industry experience 1 year with the company
Mazi Asset Management (Pty) Ltd
www.mazi.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 46405 CURTINATA: +27 10 001 8300 Fax: +27 10 001 8599 E -mail: info@mazi.co.ZA Address: 4th FLOOR, North Wing, 90 Rivonia Road, Sandton, 2196 PO Box 784583, Sandton, 2196 Name of Compliance Officer: External: Complisher Naude Ring: +27 10 001 8322 Internal: Bonolo Boikanyo
Investment philosophy
Our investment goal is double: capital return and capital income, ie increasing the long -term value of our client's capital.Therefore, investment philosophy is based on a profound understanding of companies and disciplined research to evaluate these businesses.We employ a fundamental long -term approach to assessing assets.The investment in evaluation means asking what are the "real" values of an asset, and not assuming that, because an company looks expensive, or assuming that, because an action is in price and quotes in multiple lows that are a bargain.A good investment has the following attributes: ● A sustainable business model;● It is managed and led by the experience and team of the competent management team, including the Board of Directors;or.● Provides descendant characteristics during difficult economic periods.
Requirements
Who is your FAI complaints officer?Naude, Commiserve Ring, provides the link to the complaint policy on your website: http://assets.ctoffassets.net/ huwhedd2Onge/68HZQ6JIVMG1KAZEW2Gi9U/A40C31A8
What is the company owned by the company?100% of the staff who are the directors of the company?Directors: Malungelo Zilimbola, the Hlongwane Boitumelo team has 100%
History
When was the company established?2006 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Empower's logical accreditation date: 2021-05-05
List
Are you in accordance with GIPS?Yes, are you checking gips?For whom did you check you?"Tell yourself about the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R36.1 billion details the mandates that update: - - - - - - - - - - - - - - -
Mazi Asset Management (Pty) Ltd
Continuous investment staff
Investment equipment size: 17
Malungo Quilombola Cio BSC (Hons), with (Hons) 21 years of experience in the 15th sector with the company
Kopano Makhu Chief: Fixed Income Bbussc, BSC (Hons) 14 years of experience in the 6 -year sector with the company
Investment Analyst by Jaynesh Bhana Bcom (Inia) 6 years of experience in the sector 2 years with the company
Asanda Netrashe Cio Bbussc, FIA, Fuffles 16 years of experience in the 11 Years Industry with the company
François Olivier Head: Equities BCom (Hons), CA (SA), CFA 21 years of industry experience with the company Andreas van der Horsst Manager BA, mphil, 18 years of industry experience 1 year with the company
Keonethebe Bosigo Portfólio gerente for panric
Kgapu Investment Analyst Mphahlele Bcom (Hons-ACC) 18 years of 7-year industry experience with the company
Investment Analyst at Khanyisa Ngesi BSC (Hons), MSC (Stats) 12 years of industry experience with the company with the company
The Buildings (Pty) Ltd
www.meago.co.za company details
FAIS FSP REGISTRATION NUMBER: 24919 CORTINATA: +27 11 646 2944 and email overall: THABOR@meago.CO.ZA ADDRESS: 73 OXFORD ROAD, SAXONWOLD, 2196 PO Box 1180, Edenvale, 1610 Name of Compliance Officer: Thabo Ramushu+ 27 11 646 2944
Investment philosophy
Meago uses an active investment strategy in client agreed restrictions.Portfolios are built to reflect Meago's fundamental investment principles: ● Attracting recurring income at acceptable risk level ● Overweight with companies with reasonable evaluations regarding investment alternatives ● Continuously claims their position selling larger assets andFully valued and buying undervalued actions in time in strong and growing us ● Invest in companies with good corporate governance and know social and environmental affairs
Requirements
Who is your FAI complaints officer?Sharen Gerald, provide the link to the complaint policy on your website: -
Property
What is the company owned by the company?MEAGO HOLDINGS (PTY) LTD, 90% of employee participation scheme 10% Who are the directors of the company?The percentage of personnel and administration: Meago is 100% property of management and team
History
When was the company established?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you believe?
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R11.3 billion details the mandates that update
Main investment employees
Investment equipment size: 7
Jay Padayatchi Cio BSC (Quant Surb), BCom (Hons), HDIP (Tax), CA (SA) 21 years of experience in the 17 -year industry with the company
MBA Madhi MBA Portfolio Manager (Cum Laude), MBBCH 19 years of industry experience with the company with the company
Thabo Ramushu Marando do Portfolio MSC (Real Estate) 21 Years of Experience in the 17 Years Sector with the Company
Ryan Eichstadt Head: Research Bcompt (ACC), CA (SA) 8 years of industry experience in the company
Bongwa Mthembu Bcom Investment Analyst (Hons-Fin Man) 6 years of experience in the 6-year sector with the company
SANELISIWE BBussc Memela Investment Analyst (END and ACC) 3 years of experience in the 3 -year sector with the company
Lebogang Ledingwane Graduated with (Init Men) 2 years of industry experience 1 year with the company
Melville Douglas Investment Management (Pty) Ltd
www.melvilledouglas.co.za company details
FAIS FSP REGISTRATION NUMBER: 595 TRAPH: +27 11 721 7964 Fax Number: 086 202 7235 E -mail: admin.melvilleglas@standardbank.co.z, 2196 Pois 411184, Craighall, 2024 Compensation Director Name: Chetti GroupingGroupring Group..Co.Zza
Fai Investment Philosophy Requirements
Who is your FAI complaints officer?Jan Bezuidenhat, provide the link to the complaint policy on your website: www.standardbank.co.za
Its investment philosophy is based on its mission of preserving the capital entrusted to them and delivering investment income adjusted by higher risks.Only fundamental research designed to establish the true intrinsic value of investment opportunities can provide true vision.The importance of balance: ● Balance between investment income and the risk associated with the delivery of these income.They are long -term investors who require a high safety margin at the investment point and maintain a low level of portfolio rotation.● Balance between capital growth and cash generation.● Balance between compound and cyclic price artists.Its philosophy results in the portfolio core that is invested in companies with more predictable profiles and less cyclic profile profiles.Cyclic companies are not ignored;However, the risk is treated through weighting.
Melville Douglas's philosophy is based on the firm belief that long -term investment income depend on two main investment resources: ● The stable compound capacity of underlying cash flow;and ● The price paid by the investor.Investments without cash (capital performance) are generally purely speculative and are almost impossible for value properly.
Since the -chave factor that affects the long -term income of an investment is the price paid, they focus on identifying the intrinsic value of an investment opportunity and then ensuring that they only invest when there is an appropriate safety margin.
This safety margin allows them to absorb short -term market changes, strengthens their ability to have a longer investment vision and allow portfolios to benefit from the power of compound returns.They believe in the purchase of superior companies with strong cash flows, known integrity and managerial competence, with convincing assessments.Its philosophy has been adopted and held since the beginning of the company.It was a central principle of the company and its investment professionals.The investment process that has been refined and improved over the years, but the main investment approach and philosophy were unshakable.
Its approach aims to reach alpha, avoiding high -risk investments (or high volatility) and a dubious composition capacity;and patiently allowing the compound effect works.
Property
What is the company owned by the company?100% property of Standard Bank Group Limited Who are the company's directors?Directors: GS Baillie (President), Ca Broadley, Bj Drotschie, MJ Laws, JB O'regan, PL Schlebusch, TS Nkanzela, interest in the property?Provide the percentage of personnel and management: no
History
When was the company established?1983 List of mergers that have occurred since it was created: bought by Standard Bank Group Limited in 2001
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you believe?
Melville Douglas Investment Management (Pty) Ltd
continued
List
Are you in accordance with GIPS?Yes, are you checking gips?For whom did you check you?"Tell yourself about the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R38.2 billion holds the mandates that update one billion others: - - - - - - - - - - - - - - - - - - - - - - - - -
Main investment employees
Investment equipment size: 22
Jerome O'regan Cio Ba (Hons), MBA, CFA 35 years of industry experience 14 years with the company
Bernard Drootschie Vice-Ti com (Men-with), CFA, CFP 20 years of industry experience with the company with the company
Parolo Senatore Strategist Global MSC (MEC Eng) 22 -year industry experience with the company Graham Ballie President Executive, Portfolio Manager of BCOM, MBA 30 years of 16 -year industry experience with the company
Michael Laws Director Fund Manager at BCOM, CFA, CFP 20 years of experience in the 18th sector with the company
Rob Stewart Portfolio Manager BSC (Hons), PDM, CFA, 16 years of industry experience with the company with the company
Susan Gawith Portfolio Manager BSC, MBA 18 years of industry experience 11 years with the company
Mervin Naidoo Head: Equity Research Bcom (Hons), CA (SA) 18 years of experience in the sector 5 years with the company
Greg Wood Bussci Fund Manager (Hons-Econ), CFA 13 years of industry experience 13 years in the company
Chief of Mzimasi Mabece: Fixed income (South Africa) BSC 15 years of industry experience 1 year with the company
Mentenova (Pty) Ltd
www.mentenova.co.za
Company details
FAIS FSP Registration Number: 43937 Change CIT Name: Name: Name: Name: Name: Name: Name: Name: Name: CycoriumisisisisisisisisisisisisisisSisisisisisisisisisisisisisIsisisisisisisisisisisisisisisisisSisisisisisisisisisisisisisisisisisSisisisisisisisisisisisisisisisisisSisisisisisisisisisisisisisisisisisisSisisisisisisisisisisisisisisisisisisisisisSisisisisisisisisisSisisisisisisisSisisisisisisSisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisisviljoen +27 11447 7716
Investment philosophy
1. Active Indies vs.Passive and Fundamental Versus Indian Market Panoramic The asset against liability and the fundamental discussion of weighted indexing in the market originates that these strategies can only be used exclusively.The point of this multiple active decisions that should be made to generate the result that customers are interested in achieving.The appropriate amounts to reap several risk awards, hire appropriate managers and dynamically respond to changes in market conditions.
A carefully designed portfolio may well contain passive investments, but only make sense in terms of the portfolio objectives and the desired result of an investor.Passive or fundamental rates to gather risk awards in the market when it makes sense and then takes advantage of "better" active managers to gather opportunities to select upward problems.
Obviously, little is safe in the investment world.This is why we believe that it is now more important than ever that investors consider it to combine active and passive strategies within a multiple asset approach.In this way, an investor can certainly be its total portfolio is well positioned to help manage recessions and capture Timwings in the coming years.
We consider asset assignment with a dynamic mindset to ensure compliance with the desired results of customers such as markets and opportunities change over time. For example, we will increase the allocation for capital investments in market conditions where they are expanding the price/gains at rates (P/E), as active managers performed lowly low from their passive reference points under these conditions market. 2. Active selection of the manager to select investment administrators in each asset class, Mennova makes use of a patented investment administrator consistency model to determine which investment portfolio and which investment administrator was able to produce real income more consistently in A number of investment objectives that are specific to the analyzed asset class. The process is designed to select the wallets that have historically achieved the specific objective of the asset class with the highest level of consistency and the lowest amount of failure.
The quantitative selection process of the investment administrator is focused on the average identification is between five and a half and six years.To measure consistency, a fund manager would have to demonstrate at least how he worked during a complete economic cycle.
Having a story that seems fantastic, but was only reached for a period of three years, when interest rates were continuously reduced and with a strong rising market in actions only part of history in terms of how the portfolio works during the cycle.It is important to focus on cycle performance during the cycle, since the exercise of trying to choose the best manager for the next expected economic conditions can be expensive in terms of changing fees and in terms of the expected conditions they do not speakas expected as expected ..
A practical example of the process: To select investment administrators to use in the capital building block, we start with all the investment mandates available on the market (more than 370 portfolio) and filtered these mandates to isolate the capital mandates only.So, then we classify these capital terms according to three important metrics: ● How successful has the portfolio have been to exceed the FTSE/JSE All Share +2% (the objective) index during each six -year period in its existence?
If the general investment mandates have not been successful in constantly exceeding the goal, a passive index monitoring solution is recommended.
Mentenova (Pty) Ltd
continued
After establishing the most appropriate quantitative point of view administrators, each of the mandates is evaluated according to the following qualitative measures: ● Company structure: Company structure should be stable and allow a focused investment approach ● Personnel - The quality and stability of investment equipment should be evaluated ● Investment philosophy, an investment philosophy, based on solid investment principles, must be in force ● Investment process, the investment process must be able to allow Efficient Implementation of Philosophy Investment ● Risk Management - Process measurements and risk management should adapt to investment philosophy ● Asset under administration: The trend in administration assets provides an indication of any potential problem within investment equipment ● Investment Performance: Manager's performance must be US to verify qualitative factors on investment philosophy, process and risk management.
The main objective of going through the qualitative review process is to determine whether the people, processes and investment philosophy responsible for the consistent return profile that has been identified are still in force and is expected to produce the same consistency in the future.
Upon completion of the quantitative and qualitative investment administrator selection process, a list of managers' purchases for each asset class is built.
3. The investment administrator that combines managers in the selected purchase list through the quantitative and qualitative investment administrator process for each asset class is combined optimizing allocation for each manager with the same goal that was used to select these managers onSelection of quantitative investment manager.
The optimization process implies performing tens of thousands of different combinations of asset administrators to achieve an ideal combination in terms of: ● Success rate than the goal ● Volatility of performance around the goal ● Low performance quantum bearing periods in whichObjectives Objectives Lose ● Quantum of higher performance during rolling periods in which the goal is achieved ● Annual cumulative return The number of managers that will be used in each type of solution / active are determined during the mixing process.Managers with an attribution of less than 5% in the ideal mixture are eliminated after each race and other managers work again until at least 5% allocation is reached for each of the other managers.
We maintain the belief that the addition of additional managers reduces active risk as long as managers can be found that have positive expected returns and a low correlation with the existing ones.In practice, however, the addition of managers has a cost.Custody, administration, performance measurement and manager monitoring becomes more expensive as the number of managers increases and this cost should play with the benefit of adding an additional manager.We believe the cost exceeds the benefit if less than 5 % of any type of asset is assigned to a manager. In Mindova, all investment professionals are invested in products, as we believe these products offer the best absolute performance opportunities available availablefor us.
We signed a customer -centered solid culture and see our customers as our business partners. "
Requirements
Who is your FAI complaints officer?François Viljoen, provide the link to the complaint policy on your website: available at the request of info@mentenova.co.za
Property
What is the company owned by the company?Mindova is 60% owned by Liberty Group Holdings and 40% belongs to the company's founders and executives.Who are the directors of the company?Directors: F Viljoen, Dm Streicher, JF Van Dijk, for example, the interest of BOD MV Norris on the property?Provide the percentage of personnel and administration: the management of the company has a 40% property in the company.
Mentenova (Pty) Ltd
continued
History
When was the company established?2012 merger list that occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you believe?
List
Are you in accordance with the GIPs?Are you checking gips?Who did you check you?–Date of Verifies
What are your total assets under administration?R7.8 billion details the mandates that update
Main investment employees
Investment equipment size: 5
Johannes François Van Dijk Cio Bcom (Math), CFA 14 years of industry experience with the company with the company
M&G Investments (Pty) Ltd
www.mandg.co.za company details
FAIS REGISTRATION NUMBER FSP: 45199 CHANGE CIT, CLAREMONT, 7708 POBX 44813, CLAREMONT, 7735 NAME OF CONFORMITY Officer: Kerry Horsley +27 21 670 2858
Investment philosophy
M&G investments are prudent investors based on the assessment that emphasizes a special risk management in their customer portfolios. M&G investments believe market prices are widely efficient in the long run, but can be very inefficient for shorter periods. Therefore, at any time, market prices may not reflect intrinsic values. Short -term inefficiencies are essentially driven by the repetition of behavioral errors by market participants, particularly an alternation between "greed and fear", prices do not remain in unrealistic levels; Sooner or later, they reflect intrinsic values dictated by fundamental economic factors. The repetition of behavioral errors and the eventual convergence of market prices to reflect fundamental values offer sustainable opportunities for long -term active investors such as inves M&G sounds to obtain excessive income by investing in bad price assets.
Requirements
Who is your FAI complaints officer?Kerry Horsley, provide the link to the complaint policy on your website: https://www.mandg.co.za/institutional-instor/termsand-conditions/
Property
What is the company owned by the company?
When was the company created?Prudential PLC was founded in 1848. South -African businesses were opened in 1994. List of mergers that occurred since it was established: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Verification Services Aqrato Accreditation Date: 2021-07-23
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration? R200 billion details the mandates that current Other: - - - - - - - - - - - - - - - - - - - - -
Main investment employees
Investment equipment size: 37
David Knee Cio BSC (ECON), MSC (ECON), ASIP 31 years of industry experience in the company
Miezo Asset Management (Pty) Ltd
www.mianzo.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 43114 CURTINATA: +27 21 552 3555 E -mail: info@miollo.co.za Address: The Forum, EG01, Vesta House Northbank Lane, Century City, 7441 PO Box 1210, Milnerton, 7442 Name of theCompliance Officer Name: MONONSTONE DEON HARMSE: +27 21 554 5745
Investment philosophy
We take responsibility for the investment decisions we make when they are innovative, professionals and have a strong sense of integrity and discipline through continuous and consistent excellence.
Our capital philosophy is based on the belief that the highest investment income is achieved by investing in companies that have a price below their intrinsic value with a sufficient safety margin.Our intrinsic value is calculated by observing what is worth the company based on sustainable profits or the value of net assets.
Our capital philosophy focuses on the assembly of the following: ● Evaluation: the current value of business.● Quality: Business Quality ● Market expectations: market expectation in business.
We combine fundamental and quantitative investment approaches to obtain a broader business perspective.
Requirements
Who is your FAI complaints officer?
When was the company established?2010 merger list that has occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Declaration: Qualification of the small accreditation company: 2021-05-05
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R10.6 billion details the mandates that update
Property
What is the company's ownership structure?Miezo Asset Management is an investment management company of the third black and managed part.(Executive Director), Pieter Joubert (non -executive director) and Nkosinathi Mbatha (non -executive director) makes the team and the management be interested in the property?Provide the percentage maintained by staff and administration: people together have 45 % of actions that are Miecerzo Asset Management, being the holding of Miecles Asset Management.Therefore, personnel indirectly are interested in property management property.
Miezo Asset Management (Pty) Ltd
Continued
Main investment employees
Investment equipment size: 10
Luvo Tyandela CEO BSC (Stats), PGDM, MBA 19 years of experience in the 11 -year sector with the company
Mark Lamohr Chief: BSC Action Manager and Portfolio (Maths & App Maths) 23 Years of 8 Years Experience with the Company
The Portfolio Manager of Thembekka Sobekwa, Bussci (ACT SC), 11 years of experience in the 11 Years Industry with the company
Mohamed Shafee Loonat Portfolio Manager BCOM (ECON), BCCOMPT (Tax Hons-ADV), PGD (Islamic Banking and INS), CA (SA), CFA 22 years of industry experience with the company with the company
Robert Camagu Bomcom Development Manager (final plan) 12 years of industry experience 1 year with the company
Sifiso Similane Chief: Investments Alternatives BCom and BCOM (Hons-Fapm) 15 years of industry experience 1 year with the company Nkanyezi Mwelase Senior Equity Analyst Bcom (ACC), BCOM (Hons-ACC SC), MCOM (End and Inv),CA (SA) 5 years of industry experience 1 year with the company
Junior Equity Analyst of Manga Manhwa com (ACC) 3 years of experience in the sector 2 years with the company
MPHHO MASHISHI JUNIOR BSC Analyst (Min Eng) 2 years of experience in the sector 2 years with the company
Capital Analyst at Sibusiso Mahlalela Junior Bom (Hons-Fin and Inv) 3 years of experience in the sector 2 years with the company
Ayanda Ndlovu Multitiatives: Junior Farde Reart PM and Analyst BCOM (Hons-Fin and Inv) 5 years of sector experience with the company with the company
Momentum Investments (Pty) Ltd
www.momentuminv.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 19840 CENTER MAIL: +27 86 153 8732 Fax Number: +27 86 573 7384 and email overall: investmentscomms@momentum.co.za Address: 268 West Avenue, Centurion, 0157 PO Box 7400, Centurion, 0046 Name of Officer Compliance: Bernard Pietrse
Investment philosophy
Investments at a moment follow a results -based investment philosophy.They adapted their exclusive value proposal to create investment portfolios that focus on their customers and increase the likelihood of achieving their investment goal.
Its unique value proposal is to understand the objectives of customers and their attitudes and capabilities to take the risk.They recognize and understand the forces of the market and human behavior (for example, the herd of the herd, the investors who make wrong investment decisions in times of stress).They make investment solutions for customers considering their responsibilities or needs, defining a goal tolerance, risk tolerance and appropriate time and then diversifying in various asset classes, investment strategies and mandates to match and meet the objectives that have been established.
The moment performs solid solutions through the combination of asset classes and strategies in the most efficient and ideal way through modern financial engineering techniques.They can help customers understand and articulate their needs and solve the appropriate investment results.Its investment equipment remains focused on the correct result and makes this trip as comfortable as possible.
Requirements
Who is your FAI complaints officer?
What is the company owned by the company?Momentum Metropolitan Holdings (MMH) Limited who are the company's directors?Directors: Sonja Saunderson, Daleen Lessing and Jannie du Randt the team and management are interested in the property?Provide the percentage of personnel and management: no
History
When was the company created?2004 fuses list that has occurred since it was established: Investments at times include all companies related to limited MMH investments and offers a broad spectrum of investment services and solutions for individual and institutional investors.Moment investments include the following solutions based on business boost results, impulse asset management, alternative impulse investments, global Momentum investment management and Eris Properties Group.
Investment capabilities are: ● Corporate and retail portfolio solutions ● Fixed interest ● Property listing ● Intelligent indexing and beta ● Alternative investments ● Global Investment Management ● Research and Macro Assets Assets assets
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Momentum Investments (Pty) Ltd
Continued
Investment mandates
What are your total assets under administration?R328 billion hold the mandates that the other current ones: - - - - - - - - - - - - - - - -
Main investment employees
Investment equipment size: 61
Sonja Saunderson Cio BSC, BCom (Hons), MCOM (Cum Laude) 21 years of experience in the 21 -year industry with the company
Michael Adsetts Vice Cio: BSC Investment Strategy (Hons), MBA, CFA 17 years of sector experience with the company with the company
Eugene Botha Vice -io -obi Research BSC (Hons), 16 years of industry experience with the company with the company
Many hair in the head of many years: Property on the BCOM, Caia, RPE 11 Years of experience in the 11 -year sector with the company
Motlatsi Mutlanyane Chief: BSC Alternatives (Hons), MBA, FIA, 26 Years Experience in Industry 13 years with Wayne Dennehy Chief: Strategies and Systematic Structures and Head: BCom Distribution, BSC (Hons), Member of the Institute of Actuations, FRM 28 years of experience in the sector 5 years with the company
Nina Saad Head: Corporate Portfolio Solutions BSC, CFA 24 years of industry experience 4 years with the company
JAGE GAME Boss: With Retail Portfolio Solutions (Men) 19 years of industry experience with the company with the company
Herman Van Paperp Chief: Research and Asset Assignment of BCCom (ACT SC), BCom (Hons - ECON), MCOM (ECON) (Cum Laude) 29 years of industry experience with the company with the company with the company
Ian Scott Head: Fixed Income with (Men-Inv Man) 25 years of industry experience with the company with the company
Alexander Harvey Senior Portfolio Manager and Strata BA (Hons), CFA, BMI, Series 3 National Examination of Basic Products 23 Years Industry 14 Years with the company
Andrew Hardy Director: BSC Investment Management (ECO), 16 years of 14 -year industry experience with the company
NedGroup Investments (Pty) Ltd
www.nedgroupinvestents.co.za company details
FAIS FSP REGISTRATION NUMBER: N/A TALLINGBOARD: +27 86 012 3263 Fax Number: +27 86 011 9733 and email General: institutional@nedgroupinvestents.co.za Address: 2nd floor, nedbank clocktoower, v & a waterfrontCape City, 8001 PO Box Box1510, Cape City, 8000 Name of Compliance Officer: Liezel Momberg +27 21 416 6204
Investment philosophy
We offer individual and institutional investors access to a variety of trusted portfolios of the South -African and Offshore unit to meet their investment needs.These wallets are managed by a variety of best of Breed ™ investment administrators who actively monitor and review, so that customers do not have to do that.
Requirements
Who is your FAI complaints officer?- Please provide the link to the complaint policy on your website: http://www.nedgroupinvestments.co.za
Property
What is the company owned by the company?Management percentage: No
History
When was the company created?2005
Are you accredited by B-BBEE?No, what is your BBEE state?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?🇧🇷
Investment mandates
What are your total assets under administration?R331.7 billion details the mandates that update - - - -
Main investment employees
Investment equipment size: 26
CEO of NIC Andrew: Asset Management BCom, CA (SA), PG DIP (Tax Law), CFA, AMP 27 years of experience in the 19 -year industry with the company
Trevor Garvin Head: Investments & Multi-Managing BCom (Hons-Econ), MCOM (End), MBA, DIP IMF (Cum Laude), Safex, ACIBM, fall 22 years of experience in the 17-year industry with the company
Ninety -one (pty) ltd
https://ninetyone.com/south-frica company details
FAIS FSP REGISTRATION NUMBER: 587 CHANGE CIT 1932
Investment philosophy
The Ninety is a multi -capitalist investment manager, with main offers of variable income, fixed income and multiple asset management.No sale does not have a general style of the house, but it chooses to allow the heads of our specialized investment equipment for the freedom to operate according to their investment beliefs, with total discretion about their own teams.
Requirements
Who is your FAI complaints officer?
Property
What is the company owned by the company?Ninety, belongs to ninety years of participation of a person).Who are the directors of the company?The direction of Ninenet One Sa (PTY) Ltd: ● Thabo Khojane - President/Director of Ninety and Ninety Management
A SA ● Nazmeera Moola - Executive Director/Administration
Director - Investments ● Khadeja Bassier - Executive Director/ Chief: Product Change and Strategic ● Sangeeth Sewnath - Executive Director/ Deputy
Manager Director - Consultant to team and management are interested in the property?They provide the percentage maintained by the team and management: employees have 24% of the company.
History
When was the company established?Ninety was created in South Africa in 1991 as Investte Asset Management, an independent business of the Investte group.The Investtec group, renamed ninety and this number regardless of the values of the values of London and Johannesburg.
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?Premier Verification (PTY) Ltd Accreditation Date: 2021-07-22-22
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration? R690.6 billion details the mandates that it currently manages and the size of each of these mandates: Institutional: R479.7 billion retailers: R210.9 billion life: - Another: another: - - - - -
Main investment employees
Investment equipment size: 251
John McNab Co-Ci Beng (Ind) (Cum Laude), Meng (Ind) (Cum Laude), 26 years of experience in the 26-year industry with the company
Mimi Ferrini Coco com, coffee 33 years of experience in the 30 -year sector with the company
Northstar Asset Management (Pty) Ltd
www.northstar.co.za
Company details
FAIS FSP Registration Number: 601 Cutter: +27 21 810 8400 Fax Number: +27 21 794 2885 and email: admin784, private, private.
When was the company established?1996 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?No, what is your BBEE state?🇧🇷
Investment philosophy
Northstar's philosophy focuses on long -term exposure to quality assets where the value exceeds the price.In short, we are investing quality at a reasonable price.We identified this by detecting companies that have a strategic, obvious competitive advantage in the superior and sustainable income of the invested capital measures (ROIC) and Free Cash Flow (FCF).
We believe that our patented research and the portfolio construction process give us a competitive advantage in both land and high sea space.Our highly structured internal research model allows us not only to manage our own brand funds well, but also apply well levels of research to our segregated background and direct retail clients.Our fixed income portfolios are managed to continually optimize positions, ensuring the highest possible performance at the same time without the risk of performing lower than the point of reference point.
Our commercial principles are: ● Delivery of long -term investment returns to customers ● Fundamental survey focused on long -term consistent income ● Customer service delivery in the class ● Integrity and honesty as the basis of our value system.
Requirements
Who is your FAI complaints officer?Enrique Goosen, provide the link to the complaint policy on your site: https://northstar.co.za/legal-information/
Property
What is the company owned by the company?70% of private property, 30% of RMI Investment Managers.Who are the directors of the company?Clayton, M Seymour, M Barbieri, R Spangenberg, M Bertram, Swardt's, a Rousseau (alternative) the team and management are interested in the property?Provide the percentage maintained by the team and management: yes - 63% gips
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R5.1 billion details the mandates that update
Main investment employees
Investment equipment size: 9
CEO of Adrian Clayton BSOCSC (ECC) 26 years of industry experience with the company with the company
Director of Marco Barbieri: South Africa BSC (Hons-CHEM), BCOM (Hons-Fin ACC), CFA 13 years of industry experience with the company with the company with the company
Director of Mark Seymour: Fixed Income BSC (ENG) 20 years of experience in the 9 -year industry with the company
Rory Spangenberg CEO and Director: Global Equities with (com) 22 years of sector experience with the company with the company
Old Mutual Investment Group (Pty) Ltd
www.oldmutualinvest.com
Company details
Fesp FSP Registration Number: 604 and 721.PO Box 878, Chape 8000 Citched Compliance Name: Shaheed Mohamed +27 21 504 7296 History
When was the company established?1993 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Accreditation Date: 2021-04-28
Investment philosophy
Old Mutual Investment Group is the asset management business responsible for listed investments.We operate as an investment house with several boutiques.Our boutiques work with investment autonomy while supported by shared world -class and world class equipment.
Our independent investment boutiques use their different skills and specialization areas to manage a variety of various portfolios.This allows us to easily adapt our customers' change needs and the environment in which we operate.
Requirements
Who is your FAI complaints officer?
Property
What is the company owned by the company?Old Mutual Investment Group is the majority property of Old Mutual Investments (PTY) LTD, which is finally owned by Old Mutual Limited.Who are the directors of the company?Tebogo Naledi, Khaya Gobodo Gobodo, Hywel George, David Lummy the team and management are interested in the property?They provide the percentage maintained by the team and administration: the former mutual investment group reserved 20% of each boutique that the company's equipment belongs to the teams, with 8% of this 20%, specifically reserved for black people.Trust imfund has 5.3%, with the remaining 74.7% that finally belong to the Old Mutual.
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration?R357.6 billion details the mandates that the other current: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - -
Main investment employees
Investment equipment size: 48
Koeyam Gamieldien Boutique Head: Custom Solutions BCom (Hons), Hdip Tax, CA (SA) 17 years of industry experience with the company with the company
Siboniso Nxumalo Boutique Head: Macrosolions BCom (Hons), MBA 17 years of industry experience with the company with the company
Trevor Abromowitz Boutique Head: MSC of investments promoted by responsibility
Several old mutual
www.ommultimanagers.co.za company details
FAIS FSP REGISTRATION NUMBER: 703 Curtain: +27 21 524 4430 Fax Number: +27 21 441 1199 and email overall: ommclientQuery@ommm.co.za Address: MUualPark, Jan Smuts Drive, Pinelands, Cape Town, 7405 POBox 44604, Clarent, 7735 Name of Compliance Officer: ULRICHA PADAYACHEE
Investment philosophy
The main approach of old mutual bellies is to ensure that all our portfolios constantly exceed inflation.We are convinced that this is the most important consideration for any investor, whether an individual, corporate or retirement fund.
So, with this key objective, our investment philosophy is based on this "more inflation" approach, clearly defining the objectives of each portfolio and then working to accurately deliver these goals.
The definition of these objectives ensures that our investment teams and asset administrators have clear objectives to work, which maintains 100% focused and prevents them from being distracted by changes in the market or the feeling of investors.
Our investment philosophy is supported by the three integrated pillars of: ● A long -term investment horizon;Risk diversification in asset classes and asset administrators and ● ● An assessment -based approach that reports all our decisions to select assets and asset manager.
Requirements
Who is your FAI complaints officer?Ulricha Padayachee, provides the link to the complaint policy on your website: Multiple Old Mutual Manachers will respond to any written complaint, as defined by the Law on Intermediate Services and Intermediate Councils, 37 of 2002 and which are addressed to old mutors,Multi-Manicresen, the addresses indicated on our page, contact us.If you are not satisfied with the answer, you can communicate with the city to get financial services by sending your complaint to PO Box 74571, Lynwood Ridge, 0040 or calling +27 12 470 9080. Property
What is the company's real estate structure?The former mutual investment group is the majority property of the former mutual investment groups, which is owned by Old Mutual Limited.Who are the directors of the company?TA Manuel (President), I Williamson (CEO), J. Langner, I Olufunke, CG Troskie (CFO), PG de Beyer, Ak Essien, I Kgabesele, Jr Lister, Dr.MGWENTSHU-RENSBURG, T Mokgosi-Mwantembe, N Molope, BM quick and in Kirsten (secretary company) the team and management are interested in the property?Provide the percentage of personnel and management: Old employees from various mutual managers do not directly have any levels of multiple administration business.-Managers is a member of the old mutual.Employees participate in the old base scheme of mutual variables.
History
When was the company established?Old Multi-Manage Multi-Managers is a specialized investment boutique within the old mutual group.The deal was formed in 2013 through the merger of SYM | A Metry Multimanager and ACSIS Research and Investment Management team.Our businesses were called multimannators old mutual in 2014.
With more unit curators in South Africa than in the actions that appear in JSE, South Africa's investment landscape can be complex and intimidating for many investors.Multi-managers work to demystify this complex environment by offering a number of funds and investment strategies to meet the needs of all types of investors.
We deliver specialized investment and administrative services offers to corporate and institutional clients (including retirement funds) from former corporate and individual clients of old mutual wealth.Currently, we have more than $ 100 billion in assets under administration.It was established: The old mutual multi-managers were formed through the SYM Commercial Consolidation | Metry Multi-Manager and the ACSIS Investment and Research Management team.The consolidation process began in 2013.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?
Several old mutual
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List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration? R116.7 billion details the mandates that current Others: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Main investment employees
Investment equipment size: 11
Money Watson Cio com (Men), CFA, PGDIP (Final Plan), CRP 28 years of experience in the 19 -year industry with the company
Trevor Pascoe Director Manager BSC (Hons), Fassa, Fia 34 years of experience in the 12 -year sector with the company
Ameer Amod Head: Absolute and Fairy Interest BCom (Fin Man), MSC (ENG) 20 years of experience in the 10 -year sector with the company
Andreeea Bunea Head: Global Investments BCom (Hons), CFA, fall 19 years of industry experience with the company with the company
Michael Dodd Chief: Equisies Bbussc (Hons), FRM, CFA 15 years of industry experience 14 years with the company Nqundoyi Head: Property and coverage BCOM (ACC), BCom (Hons-Fapm), 16 years of experience in the 4-year industrywith the signature
Shawn Thomas Analysis of Performance Dop (Cost ACC), with (Men-Fin and Inv), MCOM (End & Risk Man) 16 years of industry experience with the company with the company
Dave Mohr Investment Strategies Chief com
Barry Van Zyl Head: How many BSC, Bom (Hons) 19 years of experience in the 19 -year industry with the company
Craig Whitfield Bcom Investment Analyst (Hons), CFP 12 years of experience in the 10th sector with the company
Izak Might's Odendal Investment Strategy 17 Years of Experience in Industry 8 years with the company
Taj Badrodien Bcom Performance Analyst (Hons), PGD (final plan) 15 years of experience in the 6 -year sector with the company
Pumenza Nkenkana Performance Meturer Bcom (ECO and Stats) 5 years of industry experience 4 years with the company
Clive Bruce Bom (Hons) performance analyst 8 years of industry experience 1 year with the company
Perpetua Investment Managers (Pty) Ltd
www.perpetu.co.za Details of the company's requirements
FSP FAIS REGISTRATION NUMBER: 29977 ERRORDO: +27 21 674 4274 Fax Number: +27 21 674 4599 and Email General: info@perpetua.co.ZA Address: 5th FLOOR, Citadel, 15 Cavendish Street, Claremont, 7708 poBox 44367, Claremont, 7735 Name of Compliance Officer: James George +27 86 127 3783
Investment philosophy
The basis of perpetual investment philosophy is the value corporation. We invest in assets that offer value and are negotiated with a significant discount to their intrinsic/ fundamental value. We believe that the price of an asset and its intrinsic/elementary value are not always online, as asset prices are more volatile than the underlying fundamental value. The reason for the volatility of asset price is largely due to the effect of market feeling and human emotion on the daily price of assets, which creates a short -term incorrect price. This wrong price offers opportunities for those looking to explore these anomalies. Taking advantage of this wrong price requires an opposite form of mindset and the ability to invest based on condemnations and not popularity or grazing. Therefore, our main perpetual approach is to determine the intrinsic/fundamental value of an asset and seek to achieve it holistically. Although it is difficult to predict precisely when the price of security and its intrinsic value will converge, concentrating our attention in ensuring that our investment research is exhaustive and updated, and that we, as investors, are still patient enough for the investment thesis will be fulfilled.
The main principles of our investment philosophy are that: ● We are based on evaluation ● We look like business.Who is your FAI complaints officer?Logan Govender, provides the link to the complaint policy on its website: www.perpetuaim.co.za/ governance/
Property
What is the company's real estate structure?85% of the company's shares are in the hands of directors and personal.The remaining 15% are in the hands of RMI investment managers.Perpetua granted -Les the option to acquire additional 10% in the next two years.Who are the directors of the company?Delphine Govender, Logan Govender, Patrick NTShalintshali, Raymond Ndlovu, Swardt Alida.Are the team and management interest in the property?Personnel and Administration: 85% of perpetual actions are in the hands of management and employees.
History
When was the company established?2012 merger list that occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?🇧🇷
Perpetua Investment Managers (Pty) Ltd
Continued
Investment mandates
What are your total assets under administration?R9.6 billion details the mandates that update
Main investment employees
Investment equipment size: 10
Delphine Govender Cio, CA Portfolio Manager (SA), CFA 23 years of industry experience with the company with the company
Lonwabo Machbela Co-Head: Research and Portfolio Manager CA (SA), CFA 14 years of industry experience 9 years with the company Patrick NTshalintshali President: Risk Committee of INV, Portfolio Manager BCOM (Hons), EDP 25 years of experiencein industry 7 years with the signature
Glen Heinrich Co-Head: Research, PhD Portfolio Manager (Chem Eng), CFA 14 years of sector experience with the company with the company
Graeme Ronné Manager of Portfolio BCom (Hons), CFA 15 years of experience in the 3 -year sector in the company
Portfoliometrix Asset Management SA (Pty) Ltd
www.portfoliometrix.com/za details of Fais company requirements
Fesp Fais Registration Number: 42383 Ciebra: +27 10 448 1400 Email General: info@portfoliometrix.com Address: Col.Main Office Park, 2 Payne Road, Bryanston, 2191 PO Box 78644, Sandton 2146 Name of Conformity Officer: Andrié Steyn +27 83 280 3756
Investment philosophy
Although Portfoliometrix believes markets are good for price risk, it does not believe markets are completely efficient.
Therefore, Portfoliometrix believes that a strict and well -designed investment process that focuses on risk control should improve long -term income, increase them at a adjusted risk and make them more consistent.
The key to a well -designed process is to marry careful investigation with a good trial to seek investment opportunities, avoiding intransigent risks.Ensure concentration, carefully diversifying between countries, currencies, sectors, values and subcontracted managers is also crucial.
The implementation of this process during the life of a portfolio significantly reduces the risk of deficit and increases the well of investors, especially if investors preferences can be incorporated into the portfolio construction to improve composure.
Portfolio efficiency based on risks and diversified exposure through: 1. The allocation of strategic assets, such as the basis of all selection, was carefully considered to effect the allocation of specific assets, based on the quantitative and qualitative diligence, as well asLike Solid Trial 4. Roor portfolio construction to marry investors 'preferences with asset allocation and funds selection (and improving investors' composition during life of the portfolio) 5. Continuous monitoring and disciplined rebalancingTo help preserve the risk level of the portfolio and capture 'Reversal to Middle' in the markets. "Who is your Fai Complaint Officer? Sharné Phillips provides the link to the complaint policy on your site: https: // www.portfoliometrix.com/wp-content/logas/2021/10/portfoliometrix-confotintsre solution-policy-v1.2-1.pdf
Property
What is the company's real estate structure?Business belongs to 4 shareholders (natural people) with the following percentages of participation: - Brandon Zietsman: 31%, Paul de Goede: 19%, Mike Roberts: 31%, Ryan Jordan: 19%who do the company's directors?Directors: Brandon Zietman, Paul de Goede, Mike Roberts Ryan Jordan, Brendan de Jongh, Phil Bradford interests on the property?Provide the percentage of personnel and administration: - - -
History
When was the company created?2006-08-22 List of mergers that have occurred since it was established:-
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Don't you confuse who was accredited?The Legal Verification Team Accreditation Date: 2020-05-11
List
Are you in accordance with GIPS?Are you checking gips?For whom did you check you?"Tell yourself about the verification:" Date of verification of the manner: - - -
Portfoliometrix Asset Management SA (Pty) Ltd
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Investment mandates
What are your total assets under administration?R26.6 billion holds the mandates they currently manage and the size of each of these mandates: Institutional: R $ 25.4 billion retailers: R1.2 billion life: - Others: - - - -
Main investment employees
Investment equipment size: 7
Brandon Zietsman Cio com (ACSC and Law), Ship (Tax), CFA, Caia, 27 Years of Experience in Industry 11 years in the company
Brendan de Jongh Head: Research Bcom (Invá Man), BCom (Hons-Fin Plan), CFP, CFA, BMI, fall 13 years of industry experience with the company Philip Bradford Head: Investments BSOC (ECO), CFA 21years of experience in the sector 1 year with the company
Investment Analyst from Liam Dawson Beng (Mech Eng), CFA, fall 6 years of experience in the sector 6 years with the company
Investment Analyst at Riccardo Peretti Bom (com), com (FAPM Men), CFA 8 years of industry experience 1 year with the company
Taahir Ramchandra's Investment Analyst with (Men) (Final Risk Men) 1 Years of Industry Experience 1 Year with the Company
PSG Asset Management Holdings (Pty) Ltd
www.psg.co.za/asset-ganagement The company details the FAI requirements
FAIS FSP REGISTRATION NUMBER: 29524 CURTINATA: +27 21 799 8000 Fax Number: +27 21 799 8182 and email overall: psgasetmanagement@psg.co.za Address: 1st floor, PSG House, Alphen Park Constantia Main RD, Constantia, Town PBX3, Constantia, 7848 Name of Compliance Officer: ELANA HONIBALL ELANA.HONIBALL@PSG.CO.ZA
Investment philosophy
Our investment philosophy focuses on three guiding principles, which we call "the PSG asset management form":
1. We adopted a long -term approach.● If we find values that meet our obstacle rates, we implement customer assets and hope that the prices of these values will appreciate fair value.● If we do not find values it meets our obstacle rates, we invest in money and hope the market will present more attractive opportunities.
2. We are prudent when we invest.When we buy values, we do this with a sufficient safety margin.
3. We have a strong research culture and always perform our own task.We will guarantee you ask the right questions to improve the likelihood of reaching the fund's mandates, receiving various scenarios.
The PSG asset management form is derived from the fact that our main management function has allowed us to think about the best long -term interests of our investors.Thus, we can guarantee that we are prudent in the implementation of our client's assets exercising an obsessive approach to the investigation.Our investment philosophy has been in force for over ten years.There were no deviations from our philosophy.
We seek to generate strong long -term income for our customers who buy low, long -term investing and selling high.To find the most attractive opportunities, we look at non -conngolt markets in the market that offer the best wrong pricing opportunity (usually those characterized by fear, uncertainty or neglect).Who is your FAI complaints officer?ELANA HONIBALL, provides the link to the complaint policy on your website: www.psg.co.za/support/ Legal/#Complaints -Sholution- Procedure
Property
What is the company owned by the company?100% owned by PSG Konsult Ltd, who are the company's directors?In the power of the team and management: not directly.Personnel and management have actions on PSG Konsult Ltd.PSG Asset Management is a subsidiary of absolute property of PSG Konsult.PSG Konsult is a subsidiary of the PSG group, which has 60.4% of the company's shares and the remaining 39.6% are detained by other shareholders, including staff.The level of PSG Konsult, combined participation of directors and members of the Executive Committee is 5.96%.
History
When was the company created?1999 List of mergers that have occurred since it was established: PSG Tanzanite (PTY) Ltd and Alphen Asset Management (PTY) Ltd FUSED at PSG Asset Management (PTY) LTD in 2011
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 8 Who did you accredited?Accreditation Date: 2021-05-27
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
PSG Asset Management (Pty) Ltd
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Investment mandates
What are your total assets under administration?R36.6 billion details the mandates that update
Main investment employees
Investment equipment size: 16
Greg Hopkins Cio, Portfela Bcom Manager, CA (SA), 25 years of experience in the 12 -year industry with the company
John Gilchrist Vice -io, Portfolio Manager BCOM, CA (SA), CFA 23 years of industry experience in the company
Justin Floor Portfolio Manager Bussc (Hons), mphil, CFA, 10 years of experience in the 3 -year sector in the company
Phillip Work Portfolio Manager with (Men), CFA 15 years of experience in the 15th sector with the company
Kevin Cousins Head: Research Bcom, CA (SA) 29 years of experience in the sector 7 years with the company
Portfolio Manager of Lyle Sankar Bussci (END), CA (SA), CFA 9 years of experience in the 8th sector with the company
Shaun Le Roux Manager Bom (Hons), CA (SA), 26 years of industry experience with the company Dirk Joste Assistant of Portfolio MCOM, CFA 16 years of experience in the 5 -year industry with the company
Gustav Schulenburg Bcom Portfolio Manager, MBA 14 years of experience in the 6 -year sector with the company
Duayne Le Roux Portfolio Manager with (Men), CFA 6 years of industry experience with the company with the company
Karena Naidu BSC Analyst, CFA Level 1 4 years of industry experience 1 year with the company
Graduation of Thami Lekhuleni Bcom (Hons) 1 year of industry experience 1 year with the company
Credit Analyst from Ané Craig Bcom (Hons), CA (SA), CFA 6 years of experience in the sector 2 years with the company
Mikhail Matala Portfolio Manager Bcom, PGDA, CA (SA) 7 years of experience in the sector 7 years with the company
Gavin Rabolini with, CFA 7 years of experience in industry 10 years with the company
Joshan Dooki Graduated BSC 1 year of industry experience 1 year with the company
Rezco Asset Management
www.rezco.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 702 Curtain: +27 86 173 9468 Fax Number: +27 86 532 8925 and Email General: info@rezco.co.za Address: Unit 33, 4th floor, Katherine & West Building 114 Street,Sandton, 2196146 Main Road, Port Elizabeth, 6001 Name of Compliance Officer: Ronald Cape +27 82 888 7466
Investment philosophy
It is essential for your approach that risks should be well administered.The goal of Rezco is to preserve capital in times of market weakness and overcome the overall index for positive periods for stocks.Its strategy is to acquire interests in good companies run by less than they are intrinsically and shyly position their customers in the correct asset classes.Rezco's investment philosophy combines the best aspects of value investment with higher sustainable profit growth, primary trends analysis and measured market time.An attractive price: profit relationships in relation to their long -term growth perspectives.Investments are long -term, but recognize changes in circumstances that may lead to altered risk levels, requiring adjustments prior to portfolios.
Requirements
Who is your FAI complaints officer?Ronald Cape, provide the link to the complaint policy on your website: https://rezco.co.za/legal-information/
Property
What is the company's real estate structure?I Rez Collective Investments Ltd is a registered FSCA lame, 100% detained by Rezco Investment Holdings Ltd, which is 100% maintained by Rezco Corporate Investments (PTY) Ltd, who are the directors of the company?WJH Gray, RB Spanjard, RR Cape, B Nails, L Kaplan, J Krynauw, B du Plessis and S Sylvester the team and management are interested in the property?Provide the percentage in the power of the team and management: 85% of property of executive management.
When was the company established?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Isn't it confusing with who was accredited?Moore Stephens Accreditation Date: 2020-08-01
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration?R9.8 billion details the mandates that update
Main investment employees
Investment equipment size: 18
Rob Spanjaard Cio, CEO BCOM, CTA 33 years of experience in the 22 -year sector with the company
Simon Sylvester Head: Research Manager and Co-Portfolio BBussc (Hons), CFA, CIPM 9 years of industry experience with the company with the company
Sanlam Investment Management (Pty) Ltd
www.sanlaminvestments.com
Company details
FSP FAIS Registration Number: 579 and 845 Cuts: +27 21 950 2500 Fax Number: +27 21 950 2555 E -mail: siinstitutional@sanlaminvests.com Address: 55 Willie Van Schoor Avenue, Bellville, Cape Town, 7530 Officer NameIn accordance: Young +27 21 950 2530
Investment philosophy
Sanlam Investments is made up of four main investment equipment with different investment styles and philosophies, resulting in a wide range of capacities that cover the entire risk/reward spectrum.
As an authority in the construction of the portfolio, we take advantage of the depth and breadth of our experience in active management, rate monitoring, alternative investments, multiple management and international investments.
Requirements
Who is your FAI complaints officer?Warren Young provides the link to the complaint policy on your website: https://www.sanlam.co.za/contact/ complaints and complaints/pages/pages/default.aspx
Property
What is the company's owned company?Sanlam Investment Holdings (PTY) LTD is a total subsidiary of property of SIH Capital Holdings (PTY) LTD ("SIH CAP").Sanlam Limited has 75% of SIH CAP and ARC Financial Services Investments (PTY) LTD has 25% of Sih Cap.Who are the directors of the company?Renganayagee Kisten, Mohamed Iqbal Khan, Preston Eugene Speckmann, Johannes Hendrik Petrus van der Merwe, Irvine Mvusi theme, Robert Roux, Naersan Ranjan Naidoo, Reece Briese and management is interested in the property?Provide the percentage of personnel and administration: team and management have a participation in Sanlam Limited in the form of long -term incentives.
History
When was the company created?1967-11-13 List of fuse that has occurred since it was established:-
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?VERIFICATION SERVICES AQRATE ACCREDITATION DATE: 2021-08-20 Expiration Date: 2022-08-19
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration?R530.3 billion hold the mandates that update one billion another: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Main investment employees
Investment equipment size: 91
Active Management:
O
Andrew Kingston Co-Head: Equities BCOM, GDIPACC, CA (SA), 29 years of experience in the 22-year sector with the company
CROMWELL MASHENGETE COAAD: BA Actions (Hons-ECON), MA, MBA 22 Years of Industry Experience 4 Years in the company
Marlo Scholtz Head: Equity Research Bcom (Hons), 16 years of experience in the 16th industry with the company
Natasha Narsingh Head: Absolute Return BSC, MBA 20 years of industry experience 14 years with the company
Sanlam Investment Management (Pty) Ltd
Continued
Fred White Head: Bense Beng, Meng, MBA, CFA 22 years of experience in the 18 -year industry with the company
BAKGATLA MADISH HEAD: Fixed interest BSC, with (Hons) 21 years of experience in the sector 5 years with the company
OKERT DEYER HEAD: CREDIT BCOM, CFA, 14 years of 9 -year -old industry experience with Thando Sishuba Head: Sa Property BSC, 26 years of industry experience with the company with the company with the company
Michael Williams Head: Africa Property BSC 26 years of industry experience 2 years with the company
Peter Townshend Head: Africa Equity BSC (Hons), MBA 19 years of industry experience with the company with the company
Fiero Basa Head: Global Emerging Market Equity com (Men) 17 years of industry experience 3 years in the company
Chief of Pawan Singh: Multi Alternatives BCom Strategy 13 Years Industry Experience 7 Years with the company
Index Monitoring (Satrix)
To receive
Kingsley Williams Cio BSC, BSC (Hons), 21 years of industry experience 4 years in the company
Nico Katzke Head: Portfolio Solutions Bcom (Hons), MCOM, ICCSSA 8 years of industry experience 1 year with the company
Yusuf Wadee Head: Exchange exchanged products Boncosc, BSC (Hons) 20 years of industry experience with the company with the company
Alternatives
MERVYN SHANMUGAM CE: BSC ALTERNATIVES (HONS), 16 YEARS OF INDUSTRY EXPERIENCE 16 YEARS WITH THE COMPANY
John Seymour Head: Private Equity with (Men) 24 Years of Experience in the 3 Years Sector with the company
Erica Nell Head: Private debt BCom (Hons), CA (SA) 20 years of experience in the 15 -year sector with the multi -management company
Shaun Ruiters CE com (Men), PGDIP Man 17 years of experience in the 16 -year industry with the company
Paul Wilson Cio BSC (Hons), CFA 17 years of industry experience 10 years with the company
David Galloway Head: BSC Investment Strategy (Hons), with (Hons), with 28 years of experience in the 15 -year sector with the company
Adam Bulkin Head: Research Ba Manager (Hons) LLB 18 years of 3 -year industry experience with the company
Rafiq Taylor Head: Consulting com, with (men) of 27 years of experience in the 17 -year industry with the company with the company
Sasfin Asset Managers (Pty) Ltd
www.sasfin.com
Company details
FAIS REGISTRATION NUMBER FSP: 2002/003307/07 CHANGE: +27 11 809 7500 E -mail: info@sasfin.com Address: 29 Scott Street, Waverley, Johannesburg, 2090 Compliance Officer Name: Andrie Steyn +27 218838000
Investment philosophy
We have a global macrothematic investment philosophy, looking for opportunities in the dominant issues that are shaping the world and applying them responsible to the back of our customers.
This is supported by the following pillars: ● Asset allocation;● Take the appropriate risk at the appropriate time (risk management);and ● Cost control
The belief is that these are the "central drivers" needed to achieve sustainable and long -term compounds that will allow investors to achieve their required goals.
Although specialized portfolios have different risk and return profiles, investment philosophy remains consistent with portfolios.The principles that guide our investment philosophy remain consistent when applying to all types of local, local and world assets.We are not signed by a single stylist investment philosophy, but for the central premise to remain invested and be diverse.
We advocate the need to adapt to the conditions of market change as new information is being disclosed., As market participants have different investment deadlines and liquidity requirements, assets can have an incorrect price in the short term, thus creatinginvestment opportunities.We.Also understand that the risk (dependent on the objective) and the return that are interrelated.Our investment process that combines global macroeconomic analysis with fundamental analysis is applied to all asset classes.However, the implementation of the process may differ according to the purpose of the portfolio.It has different exhibitions to individual titles compared to BO maintained a multiple asset class portfolio due to different investment mandates and objectives).FAI requirements
Who is your FAI complaints officer?Shaun Dhora, provide the link to the complaint policy on your website: available on order
Property
What is the company's real estate structure?SASFIN ASSET MANAGERS (PTY) LTD is a subsidiary of SASFIN HOLDINGS LIMITDS ABSOLUTE PROPERTY.SAFIN HOLDINGS LIMIT is a public company that appears on the Johannesburg Stock Exchange.Who are the directors of the company?And Gugu Dingaan the team and management are interested in the property?Provide the percentage of personnel and management: -
History
When was the company established?2002 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?Accreditation Date: 2021-03-03 Expiration Date:-
List
Are you in accordance with GIPS?Are you checking gips?Who did you check you?"Tell yourself about the verification:" Walking verification date: -
Sasfin Asset Managers (Pty) Ltd
www.sasfin.com
Investment mandates
What are your total assets under administration?R17.4 billion holds the mandates it currently manages and the size of each of these mandates: Institutional: R11.6 billion retail: R5.8 billion life: - Others: - - -
Main investment employees
Investment equipment size: 11
Arno Lawrenz Cio BSC (Hons), CFA 31 years of industry experience 1 year with the company
ERROL Shear Portfolio Manager Bussc, CA (SA), CFA 35 years of industry experience 4 years with the company
David Shapiro Portfolio Manager with, CA (SA), Hip (BDP) 48 years of experience in the 15th sector with the company
Mike Haworth Strategy Investment MBL, BSC (ENG) 34 years of 9 -year industry experience with the company
Bruce Ackerman Portfolio Manager BA (Hons-Econ), MBA 45 years of industry experience 4 years with Veenesh Dhayalam Chief: BSC Asset Management Survey, MBA, 21 years of industry experience with the company with the company
Jonathan Wernick, CO-Portfolio CA (SA) manager, 10 years of industry experience with the company with the company
Alec capital analyst Abraham 26 years of industry experience 8 years with the company
Andrew Padoa Funds Manager: Global Equity BCom (Hons), CFP, CSB (SA) 11 years of industry experience in the company
NGWANE BSC (ENG) Capital Analyst 3 Years of Experience in Industry 3 years with the company
Rephael Raotshtain Manager of Portfelo BSC 8 years of industry experience 8 years with the company
Schroder Investment Management Ltd
www.schroders.com
Company details
FAIS FSP REGISTRATION NUMBER: 48998 CORTINATA: +27 21 140 1508 Email General: tanya.faber@schroders.com Address: 183 Albion Springs, Rondebosch, Cape City, 7700 Officer Name
Investment philosophy
As a world manager of active investment, we help institutions and individuals to meet their financial goals and prepare for the future.As the world changes, the same happens with the needs of our customers.This is why we have a long story of adaptation to adapt to the times and keep our focus on what matters most to our customers.From pension funds and insurance companies to people, we work with a variety of customers whose needs are as diverse as they are.
We project innovative products and personalized solutions, actively managed by our 42 investment equipment in a wide range of asset classes that include actions, fixed income, various active, private and alternative assets.
We are a global business, running locally.Our diverse workforce, based on six continents, means that we understand what matters to our customers, wherever they are in the world.
Requirements
Who is your FAI complaints officer?Jan Scholtz, provides the link to the complaint policy on your website: available on order
Property
What is the company's ownership structure?Schroder Investment Management is a total and indirect subsidiary of Schroders PLC.In South Africa, Schroder Investment Management Ltd is a financial service provider authorized with a category I license. We have numerous FSCA -approved funds for distribution and we have the presence of office in Cabo del Cape and Sandton.Who are the directors of the company?Directors: Peter Harrison, Richard Keers, Michael Dobson, Dame Elizabeth Corley, Sir Damon Buffini, Rhian Davies, Rakhi Goss-Custard, Ian King, Leonie Schroder, Deborah Waterhouse, Claire Fitzalan-HOWARD and Matthew Westeman.Interns on the property?Provide the percentage of personnel and administration: Schroders employees' rights and stock properties through stock actions, as a percentage of total actions in problems are approximately 3.7%* in June 2021.
*The previous percentage reflects the rights of unjustified and acquired Schroders employees, but not yet exercised, the rights of actions through the schemes of actions as a percentage of total actions in problems.The percentage does not include personal participation or personal participation or participation that arise from prizes that were exercised.
History
Quando a empresa foi criada? 2018: Lloyds e Algonquin Management Partners 2017: AGVEQ 2016: Benchmark Capital, Hartford Funds, Brookfield Investment Management Inc., Safe Harbor and Investment in Neos Business Finance 2014: Investimento em Nutmeg Saving and Investment Limited 2013: Hunny Capital Holdings Capital Limited. .
B-BBEE credentials
Are you accredited by B-BBEE?No, what is your state b-bbee?Who did you accredit?Accreditation date:-
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Schroder Investment Management Ltd
Continuous Investment Mandates
What are your only total assets of SA under administration?R21.3 billion holds the mandates it currently manages and the size of each of these mandates: Institutional: R $ 4.6 billion retailers: R16.3 billion lifetime: - Others: R462.8 million
Main investment employees
Investment equipment size: 911
Johanna Kyrklund Group Cio, Global Chief: Bachelor of Philosophy, Politics and Economics 24 Years Industry Experience 14 Years with the company
Alex Tedder Head: Global and Thematic Equities Ma (ECO and Badmin) 31 years of 7 -year industry experience with the company
LUKAS KAMBOLEVICIUS SNR Analyst and Portfolio Manager: MSC Quantitative Capital Products BA (Hons-Badmin) (Merit in INV) 16 years of 4-year sector experience with Stephen Langford Co-Co-Co-Ad:Research, BSC quantitative equity products (Hons-CHEM and Mole Phy), Dphil (Chem Phy) 22 years of experience in the 18-year industry with the company
Hugo Machin Co-Head: Global Real List Active DIP (Border Cross-Border), BA (Eng lit), MSC (FIN and INV) 22 years of 7-year industry experience with the company
Tom Walker Co-Head: Global Real List Active BA (POL), MRICS, GDIP (RE) 22 Years of 7 Years Experience with the company
Louisa The Vecidated: Asia Ex Equisies, Chief: Greater China Equity Investments Bcom, Master (final of the application) 28 years of experience in the 25 -year sector with the company
Kondi Nkosi Country Chief - South Africa MSC (END and ECON) 15 years of industry experience in the company
Be Investments (Europa) Limited (SIEL)
https://seic.com/en-gb/our-locations/south-africa details Fai requirements
FAIS FSP Number FSP: (South Africa) (PTY) LIMITED (SISAL): 13186 SEI INVESTMENTS (Europe) Limited (SIEL): 9796 Cord: +27 11 994 4200 and email overall: SJUGMOHUN@seic.com Address: Unit 8A 1st Floor: 3 Melrose Boulevard Melrose Arch, 2196 Name of Compliance Officer: Mr.Jan Scholtz 087 897 6970
Investment philosophy
SEI uses a multi -manage investment platform where we recommend hiring multiple specialized investment administrators, with clearly differentiated investment processes in each asset class and combining them to get the maximum diversification and a potential risk -managed risk risk.Investment assumes the responsibilities of the structure of the structure of O Portfolio, the manager's selection, the manager's evaluation and the manager's replacement.Sei philosophy and process reflect strategies designed to achieve long -term investment goals on various financial climates.
We believe: ● Administrator time is better spent on strategic issues, such as setting goals and monitoring success: as an investment administrator, SEI is better located to manage the daily aspects of the investment strategy ● in a strategic asset assignment structurePersonalized, the financial goals of each client ● In a proactive and dynamic increase in increase of the increase that is personalized to the needs of each client ● Short -term market inefficiencies create opportunities to add value through and within asset classes ● EdgeThere is ● A multiple manager The table provides tangible benefits ● In an active risk approach and continuous supervision
Establishing our point of view to actively manage a client's asset assignment effectively, I know it first establishes a point of view.The point of view develops the combination of a top -down macroeconomic perspective with a underlying and upward investment management perspective.Fortnown Round Table Meeting to integrate the opinions of our Investment and Funds Management Unit, which we implement in customer portfolios.Who is your Fai Complaint Officer? Jan Scholtz, Compliserve, provides the link to the complaint policy on your website: available on the order.
Property
What is the company owned by the company?Seic is a diversified financial services company cited in the stock market.25% of Seic's actions in circulation are in the hands of employees, employees and directors of the company.One of the first world investment management companies in opening a local office in South Africa and the first multiple world manager to complete a B-B-BBEE transaction that introduces black property into its South African operations.Who are the directors of the company?Directors?Directors: Santoshi Jugmohun, Paul Klauder, Ian Love, Michael Petersen, Lepetswe Molotsane, Patrick Disney Interest in the Property?Provide the percentage maintained by the team and management: Seic is a company that cites the stock market, and many employees participate in our options and programs for stock purchase.
History
When was the company created?1968 list of mergers that have occurred since it was established: 1983: acquired the A.G.Becker Paribas Evaluation Division, Inc.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?
Be Investments (Europa) Limited (SIEL)
continued
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration?It is not available, detail the mandates you currently manage and the size of each of these mandates: Institutional: Retail: Life: - Other: - -
Main investment employees
Investment equipment size: 120
Kevin Barr Head: I know Investment Management 33 Years of Industry Experience 21
James Smigiel Chief: Investment strategy and portfolio strategies 27 years of industry experience in the 21 -year industry with Stephen Beihacker Chief: Strategic Planning and MBA Administration, CFA 35 years of sector experience with the company with the company
Jason Collins Head: Actions 25 years of experience in the 12 -year industry with the company
Cai Rees MBA Investment Strategy Chief, CFA 19 years of industry experience with the company with the company
Eugene Barbaneagra MBA Portfolio Manager, CFA 21 years of industry experience with the company with the company
Sesfikile Capital (Pty) Ltd
www.seesfikilecapital.com Company details
FAIS REGISTRATION NUMBER FSP: 39946 Change Suite Cit 334, Private Bagx1, Melrose Arch, 2076 Name of Compliance Officer: Enrique Goosen +27 21 975 6597
Investment philosophy
Our investment philosophy is that long -term income in closed real estate investment is driven by the underlying grounds of assets and property management, considering the systematic and non -Systematic risks associated with these foundations.We also believe that the growth of gains is a key factor for total medium term returns, but the proper profits should be considered due.We reduce our philosophy as founded at a reasonable price (FARP).
Requirements
Who is your FAI complaints officer?- Please provide the link to the complaint policy on your website: available on the request
Property
What is the company owned by the company?Of the company?Executive Director: Evan Jankelowitz, Kundayi Munzara and Mohamed Kalla, Non -Executive Director: Mapitsi Matebane, Nomthandazo Zulu, Carlo Dickson and Stanley Pierre du Director: Andries Rousseau from Staff and Property Management?Provide the percentage of power in the power of the team and management: team and management have an interest of ownership of 37.5% in the company.
History
When was the company established?2010.
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R17.4 billion details the mandates that update
Main investment employees
Investment equipment size: 5
Evan Jankelowitz, BCom Portfolio Manager (End Man), CFA 17 years of industry experience with the company with the company
Mohamed Kalla Portfolio Manager BCom (Inva Man), CFA 16 years of experience in the 10 -year industry with the company
Kunayi Munzara BSC Portfolio Manager (Hons - Prop Stud), PLD (HBS), CFA 15 years of experience in the 10 -year sector with the company
Naeem Tilly Head: Research, Bacc Portfolio Manager, CA (SA), 15 years of industry experience 3 years in the company
Global Anil Ramjee analyst, Reit Bisconsci, with (economy) 9 years of experience in the 6 -year industry with the company
Stanlib Asset Management Ltd
www.stanlib.com
Company details
FAIS FSP REGISTRATION NUMBER: 719 CHANGE CHANGE: +27 11 448 5000 Email General: stanlibinstitional@stanlib.com Address: 17 Melrose Boulevard, Melrose Arch Johannesburg, 2196 PO Box 202, Melrose Arch, 2076 Name of Conformity Officer: Njabuló dum.+27 11 4485374
Investment philosophy
In Stanlib, we do not have a centralized investment philosophy.The teams focused on investment professionals who specialize in their private discipline and responsible for managing investments, with the benefit of the broader scale of investment equipment.Supervision and governance are provided by experienced professionals, with alignment with our clients' interests, need for protection and results.
Our specialized investment team structure offers the following unique opportunities: ● Investment team leaders Those of its customers: ● Portfolios are not managed by large committees, but by small and dynamic teams that can build diverse wallets and react quickly to changesFrom circumstances in the market, ● Portfolio managers can take advantage of a wide range of specialized skills that allow them to informed investment decisions: ● The structure allows autonomy and property while benefiting from the scale of the general group.
Requirements
Who is your FAI complaints officer?Njabulo dum
What is the company owned by the company?Stanlib Asset Management (Stanlib) belongs to Liberty Life, which in turn is owned by 54% of the standard banking group.Who are the directors of the company?, H Walker, T Skweyiya and N Critics.Are the team and management interest in the property?They provide the percentage maintained by staff and administration: not in the form of stock ownership, as Stanlib is a total property of freedom.Changing, Stanlib offers incentives in the form of deferred investment units.This deferred scheme is applied to all investment and senior management professionals and is similar to property, as investment professionals have a direct interest in the success of their investment team, customers and company in general.
History
When was the company created?The 2002 fuse list has occurred since it was established: Stanlib's formation in 2002 was performed through the merger of seven bank-belonging and standard freedom, resulting in Stanlib, Stanlib Asset Management, Stanlib Collective Investments, Stanlib Multi-Mangerer andStanlib Wealth.Management.After the above, there were no more mergers.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you believe?EmpowerDex accreditation date: 2021-07-19
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Stanlib Asset Management Ltd
Continued
Investment mandates
What are your total assets under administration? R652.2 billion details the mandates that current one billion another: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Não
Main investment employees
Investment equipment size: 78
Greg Baby Head: com, BCCOMP (Hons-ACC) Infrastructure, MBA 24 years of 8-year industry experience with the company
Giles Heeger Executive: Asset Management Bbussc (Hons), MSC, PGDA 21 years of 3 -year industry experience with the company
Herman van Velze Head: Balanced & Equity Beng (Mining), MBL 28 years of industry experience 23 years in the company
Johan Marnewick Head: Credit Alternatives BCom (ACC), BCom (Law), LLB, HDIP (Tax), PGDA, CA (SA) 18 years of industry experience 4 years in the company
Nesi Chetty Head: List Property Bom (Hons-Fin) (Cum Laude), 19 years of industry experience with the company Kevin Lings at Chief Economist Bom (Hons-Econ) 30 years of experience in the 20-year industry withthe signature
Marius Oberholzer Head: Multi-Strategy Bcom (ECO and with Law), MSC (Glory End), 21 years of industry experience with the company with the company
Mark Lovett Head: Investments Securities Sector Qualification in Investment Analysis and Funds Management 31 Years of Experience in the 3 Years with the Company
Rademeyer Vermaak Chief: Portfolio Management: Meng Index Research (Eleg Eng) (Cum Laude), CFA 17 years of industry experience with the company with the company
Victor Aphaphile Chief: Fixed Income with (Men-Econ), GDP, 24 Years of Experience in the 20 Years Sector with the Company
Deputy Director of Henry Munzara: investments BA (Hons-Econ) 25 years of experience in the 15th sector with the company
Steyn Capital Management (Pty) Ltd
www.steycapitalmanagement.com Details of the History Company
FAIS FSP REGISTRATION NUMBER: 37550 WALK: +27 21 001 4682 E -mail General: info@steycapitalManagement.com Address: VERDI HOUSE, KLEIN D'ARIA ESTATE, 97 JAGE DRIVE BELLVILLE JIP, Ciudad Official Name: Independent Services ofCompliance Enrique Enrique Enrique Enrique Goosen: +27 21 975 6597
Investment philosophy
Steyn Capital Management (SCM) is a value -oriented investment management company that invests mainly in African capital values cited in the stock market.We are able to maximize capital purchase values associated with materially lower negotiation values than their intrinsic values and sell short or avoid materially higher negotiation values than their intrinsic values.
Our goal is to achieve high long -term absolute performance rates, minimizing the risk of capital loss.The SCM believes that long -term commercial values are strictly determined by fundamental factors, such as level, growth and prospective use of discretionary cash flows and real assets values.Despite this belief, technical, psychological and supply/demand factors clearly influence short -term commercial values.TEMPORARY VALUE Displacements create attractive opportunities for alert, diligent and investor of the patient focused on the intrinsic value.
We believe that an investment approach that emphasizes the intrinsic value with a high safety margin will achieve absolute long -term investment income and save capital, regardless of market conditions.Environmental, social and government factors ("ESG"), they can mainly influence the intrinsic value of capital values and therefore are complete funds.When was the company established?2009 merger list that occurred since it was established: - - -
B-BBEE credentials
Are you accredited by B-BBEE?No, what is your state b-bbee?Who did you accredit?Accreditation date:-
List
Are you in accordance with GIPS?Yes, are you checking gips?Not to whom did they check it?"Tell yourself about the verification:" Verification Date: - -
Investment mandates
What are your total assets under administration?R8.1 billion details the mandates that update
Main investment employees
Investment equipment size: 10
Requirements
Who is your FAI complaints officer?Jamie Kent, provide the link to the complaint policy on your site: Ask jamie@steycapitalManagement.com André Steyn Cio, Bacc Portfolio Manager (Hons), CFA, CFA (CA, CA (SA) 20 years of industry experience 13years with the company
Bernard Griesel, with Africa Analyst and First -Minister of Frontier Fund Bacc (Hons), CA (SA) 7 years of industry experience with the company with the company
James Corkin, SA Analyst, Bussci (Hons-Fin), CA (SA) 6 years of experience in the sector 5 years with the company
Property
What is the company owned by the company?100% of real estate employees.Who are the directors of the company?Directors: Andre Steyn interest on the property?Provide the percentage maintained by the team and administration: 100% owned by employees
TAQUANTO ASSET MAERTORES (PTY) LTD
www.taquanta.co.za company details
FEP FAIS REGISTRATION NUMBER: 618 CHANGE CENTLE: +27 21 681 5100 Fax Number: +27 21 681 5199 E -mail: crm@taquanta.co.ZA Address: Seventh floor, Newlands Terraços, 8 Boundary Road, Newlands, 7700Po 23540, Claremont, South Africa, 7735 Name of Compliance Officer: Timothy Howse +27 21 671 8162
Investment philosophy
In Taqua, our investment philosophy focuses on the preservation of capital in absolute or relative terms.Our primary belief is that, minimizing capital losses aggravating positive income, we can guarantee larger, consistent and stable income in the long run.Composite effect of constant positive returns over time leads to long -term wealth creation.
The long -term sustainability of our investment offers is based on the four main pillars of investment: 1) capital preservation, 2) long -term investment horizon, 3) diversification, 4) points are not foreseen.
Requirements
Who is your FAI complaints officer?Timothy Howse, provide the link to the complaint policy on your website: tamh@taquanta.com
Property
What is the company owned by the company?Are the team and management interest in the property?Provide the percentage maintained by the team and management: 42.9% of history
When was the company created?of the South Africa Black Africa Asset Manager.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?Verification Services Aqrato Accreditation Date: 2020-12-03
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Investment mandates
What are your total assets under administration? R236.9 billion details the mandates that currently administers and the size of each of these mandates: Institutional: R227.4 billion retail: –Life: R9.5 billion others: - - - - - - - - - - - - - - - -
TAQUANTO ASSET MAERTORES (PTY) LTD
Continuous investment staff
Investment equipment size: 12
Raphael Nkomo Cio PhD 20 years of industry experience 1 year with the company
Ray Wallace BCCOMPT Fixed Income Strategist (Hons), 27 years of experience in the 26 -year industry with the company
Charles Alderman, Senior Portfolio Manager of com, CFA 26 years of experience in the 25 -year sector with the company
Senior Sharika Salie Senior Portfolio Manager at BCOM (Hons) 16 years of 14 -year industry experience with Marshall Brown Senior Portfolio Manager BCOM (Law & Bus Econom) 28 years of 8 -year industry experience with the company
Faith Muramba Senior Portfolio Manager BSC (Hons), CFA 12 years of industry experience with the company with the company
Farzana Bayat CFA Senior Portfolio Manager 17 years of industry experience 1 year with the company
Think Capital Investment Management (Pty) Ltd
www.thinkcapital.co.za Details of the B-BBEE credentials company
FAIS FSP REGISTRATION NUMBER: 46714 CORTINATA: 021 001 2372 Email General: info@thinkcapital.co.ZA ADDRESS: 39 CARL CRONJÉ DRIVE, F12 unit, WILLOWBRIDGE CENTER, TYGER VALLEY, CAPE Town, South Africa, 7536 NameCompliance Officer: Independent Compliance: Independent Compliance Services +27 21 975 6597
Investment philosophy
A single cover fund cannot completely enjoy the asset class.Asymmetrical return that results in a strong positive compound.Risk management by nature should provide capital protection even if the manager has foreseeing the market incorrectly.Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 4 Who did you believe?Automatic accreditation due to the date of state accreditation: 2014
List
Are you in accordance with GIPS?Are you checking gips?🇧🇷
Investment mandates
Requirements
Who is your FAI complaints officer?Independent Compliance Services ("ICS") provide the link to the complaint policy on their website: -
Property
What is the company's real estate structure?Elmien Wagenar (75.2%), Trust Tree of Life Investment Trust (24.8%) Who are the company's directors?Executive Director: And Wagenar Non -Executive Director: Johan Du Complete Staff and Management is interested in property?Provide the percentage of personnel and management: no
History
When was the company established?Fusion List 2014 that has occurred since it was established: - What are your total assets under administration?R225 million, detail the mandates they currently manage and the size of each of these mandates: Institutional: R225 million retail: –Life: - HO: - - - - - - - - -
Main investment employees
Investment equipment size: 2
Elmien Wagenar Cio MSC (App Math), CFA 21 years of industry experience with the company with the company
Etienne Jacobs Analyst with (Men-Fin Risk Men) 2 years of experience in the sector 2 years with the company
Truffle Asset Management (Pty) Ltd
www.truffle.co.za
Company details
FSP FAIS REGISTRATION NUMBER: 36584 ERRODOR: +27 11 325 0030 Fax Number: +27 11 325 0331 General Email: info@truffle.co.ZA Address: Ground Floor, Lancaster Puerta Park Lane Business Park, Hyde Lane, Hyde Park,Hyde Park, Sandton, 2196 PO Box 535, Pinegowrie, 2123 Name of Compliance Officer: Independent Compliance Services +27 21 975 6597
Investment philosophy
Our philosophy is that the market is efficient in the long term in price/ rationale companies, but inefficient in the short term.These short -term inefficiencies are largely due to investors who are good news/ bad news in perpetuity.
This results in investors to pay excessively and overvalue companies or become overly pessimistic and underestimated to business.
This presents us as an active manager of the opportunity to explore these inefficiencies between price and value.These inefficiencies are not obvious and can be difficult to identify, but with an experienced team and a rigorous and robust process, it is possible.Truffles The investment approach is rising, fundamental and assessment based.
Requirements
Who is your FAI complaints officer?Craig Sampson, provide the link to the complaint policy on your website: https://www.truffle.co.za/policies/ property
What is the company's real estate structure?Holding, Truffle Capital (PTY) Ltd, has 100% truffle truffle investment management (PTY) Ltd.RMI (RMI IM) has 38% of capital truff.Hands of the Staff, Management and Ex -standff.Who are the directors of the company?Executive Directors of Truffle Capital (PTY) LTD: Hannes van der Westhuyzen, Iain Power, Craig Sampson Executives Non -Truflet Capital (PTY) Ltd: Louis van der Merwe, Charles Booth, Swart Alidau, Andre Rousseau and Zamazulu Zuluda DriverTruffle Management (PTY) Ltd: Louis van der Merwe, Charles Booth, Zamazulu Zulu der Westhuyzen, personnel and management are interested in the property?Percentage maintained by the team and management: Yes.Administration and truffle team have 44 % of the capital issued, the investment team has 89 % of these interest rates.
History
When was the company established?
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Truffle Asset Management (Pty) Ltd
Continued
Investment mandates
What are your total assets under administration?R32.6 billion holds the mandates they currently manage and the size of each of these mandates: Institutional: R $ 5.3 billion retailers: R17.3 billion life: - Other: Other: - - - - - - - -
Main investment employees
Investment equipment size: 12
Iain Power Cio com (Men) 28 years of industry experience 11 years with the company
Hannes van der Westhuyzen Head: Fixed income ca (SA) 32 years of industry experience 13 years with the company Saul Miller Mussci Manager, FFA 23 years of sector experience with the company with the company
Nicole Agar Portfolio Manager CA (SA) 24 years of industry experience 6 years with Sophié-Marii Van Garderen Portfolio Momcom, CFA 26 years of industry experience with the company with the company with the company
Kala Palco Portfolio Manager: Fixed interest with (men) 16 years of industry experience 3 years in the company
Visio Fund Management (Pty) Ltd
www.visiofund.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 49566 CURTINATA: +27 11 245 8900 Fax Number: +27 11 245 8915 and email general: info@visiofund.co.za Address: 5th floor, 92 Rivonia Road, Wierda Valley, Sandton 2196 NameFrom the name of Compliance Officer: KOKETSO: KOKETSO: KOKETSOMOEPENG +27 11 245 8900
Investment philosophy
The company's investment process is firmly rooted in the lower fundamental analysis and the appearance of capital opportunities established in value opportunities.Nationals can have a material impact on company performance and perspectives, Visio believes in finding companies that have a strong or improved balance and sustainable cash flows and management equipment that can be directed through challenging economic times.
Each company is different and influenced by its own factors, hence the need for research and depth analysis, regular management contact, local visits, corridors and businesses, etc. We pass out a considerable amount of time "on the road" doing this end.Additional attention is devoted to underestimated companies, not covered by sales analysts or otherwise companies from time to time from time to investment fraternity.It is a limited use of technical analysis in the formulation of our strategies.
Our research is not just limited to listed companies.We continue to expand our knowledge and basic contacts with many dead companies, which are business partners, customers or competitors with their listed colleagues.
Visio's strength lies in our ability to integrate the information we continually collect to formulate medium and long term investment ideas for the back.We maintain our own financial models in most companies listed in our investment universe.
The competitive advantage of Visio's team is the desire to discover actions that can be "out of the radar screen" and deepen companies from understanding where the dug value is possibly found.This includes "activism", where the team actively involves companies to unlock the value.
We have a stable team with a significant experience in the market and we are a team of generalists.Fundamental symptoms of investors, where significant work comes to "kick tires" from potential investments, as well as competitors, suppliers and customers, to ensure that we have a holistic view of investment and their environment.Our history of coverage funds promotes absolute performance and a capita preservation mindset.We access, improve and modify these models regularly, as they represent the main tools in our decision -making process the investment universe covers in industries, market capitalizations and the use of various different evaluation techniques.
We prefer to keep the portfolio "rotation".Significant participation can be accumulated in certain sectors from time to time.
Requirements
Who is your FAI complaints officer?
Property
What is the company owned by the company?The percentage of personnel and administration: the team has 69%
History
When was the company created?2003 as a Capital Funds Management Visio.Visio Since 2014, a list of mergers that have occurred since it was established: there are no mergers since the company was established.
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your BBEE state?Level 1 Who did you accredited?
List
Are you in accordance with GIPS?Are you checking gips?Isn't it for whom they checked it?
Visio Fund Management (Pty) Ltd
Continued
Investment mandates
What are your total assets under administration?R32.7 billion details the mandates that update
Main investment employees
Investment equipment size: 18
PATRICE MOYAL CIO, Boss: Research, Chief: CA 25 Years of Experience in Industry 18 years with the company
Director of Paul Sundelson, BCCom Funds Manager, CFA 24 years of experience in the 18 -year sector with the company
Kerris Foster Fund Manager, BSC Analyst (Chem Eng) 21 years of experience in the 16 -year industry with the company
Kabelo Rikhotso Manager/Execution BSC, BCom (Hons), M..com, CFA 18 years of experience in the sector 2 years with the company
Douglas Wallace Manager, CA Analyst (SA), CFA, 25 years of experience in the 15th sector with the company
Funds Manager at EFFRI KAHLON, Master in Mathematics, Operational Research, Statistics and Economics 15 years of experience in the 15 -year sector with the company
Kyle McMahon Risk Manager, analyst for how many BSC (Chem Eng), Meng 5 years of industry experience with the company with the company
Ronald Chabvonga Funds Manager, CA Analyst (Z), CA (SA) 18 years of industry experience with the company Phihlelo Matjekane, Funds Manager, BCOM Analyst, 18 Years of Experience in Industry 11 years with the company
Tassin Meyer Fund Manager, Analyst, IR Bussci (Hons) 18 years of industry experience 8 years with the company
Funds Manager Serbiso Mujaji, Bussci Analyst (Hons), CFA 14 years of sector experience in the company
Seten Naidoo Background Manager, Bussci Analyst (Hons) 12 years of 3 -year industry experience
Funds Manager of Pumla Molope, Analyst, IR CA (SA) 11 years of experience in the sector 5 years with the company
Judas Jonathan Myerson: Fixed Income MSTSC (com) 27 years of 3 -year sector experience with the company
Mpumelelo Kondlo Fild Income Funds Framework, Bussci Analyst (Hons), MSC (Math Stat) 7 years of 3 -year industry experience
David Talpert Manager, CA Analyst (SA), CFA 5 years of industry experience 1 year with the company
Vizikhungo Mpono Funds Manager, CA Analyst (SA) 3 years of industry experience 1 year with the company
Mike Associate Director of Mike Flax: CA Property (SA) 33 years of industry experience 2 years with the company
Haroon Jeena Associate: HDIP Division of Property (Tax Law), CA (SA) 32 Years of Experience in Industry 1 Years Company
Flying Capital (Pty) Ltd.
www.volandis.co.za company details
FAIS FSP REGISTRATION NUMBER: 49836 CURTINATA: +27 10 006 0035 E -mail General: info@volandis.co.za Address: The Marc, 7th Floor, Tower One, 129 Rivonia Road, Sandton, 2196 PO Box 58, Lonehill,Johannesburg, 2062
NAME OF THE CONFORMITY OFFICE
Michael Mdenenga +27 11 530 5492 Corporate Council
Investment philosophy
Volantis base its three -pillar investment philosophy, namely, fundamental research on interest rates driven by cyclic and medium macroeconomic reversal and therefore inherent.We believe in the approach of fundamental research-oriented investment, anchored by a macro-agreement, produces the best results through the cycle in the national fixed income market.We use technology to adopt technological excellence in research skills, portfolio and risk management capabilities.Our dynamic risk management is not adopted to apply a dynamic and multipap approach to portfolio risk management.
Requirements
Who is your FAI complaints officer?Michael Denenga, provides the link to the complaint policy on your website: available on order
What is the company owned by the company?51%: Sisa Litha Mayekiso (Founder and Administrative Director), 10%: Elenjical Tinu, 10%: Elenjical Solutions (PTY) Ltd, 29%: Personnel (stock properties scheme)
Who are the directors of the company?Sisa Litha Mayekiso
Are the team and management interest in the property?Provide the percentage maintained by staff and management: 100%
History
When was the company created?2019-07-09 Fusion list that has occurred since it was established: –B BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 2 Who did you accredited?Date of accreditation declaration: 2021-09-28
List
Are you in accordance with GIPS?Are you checking gips?Not to whom did they check it?"Tell yourself from the verification:" Date of verification of the manner: - - -
Investment mandates
What are your total assets under administration?R259 million, detail the mandates that update
Main investment employees
Investment equipment size: 2
Sisa Litha Mayekiso Director Manager Bcom, BCom (Hons), CA (SA), CFA 13 years of industry experience 3 years in the company
Puben Govender: Fixed Income Management and Portfolio Management (Mathematics), CFA, FRM, fall 20 years of industry experience 1 year with the company
Vunani Fund Managers (Pty) Ltd
www.vunanifm.co.za company details
FAIS FSP REGISTRATION NUMBER: 608 CUTTER: +27 21 670 4900 Fax Number: +27 21 683 5788 and Email General: info@vunanifm.co.za Address: 1st Floor, Cavendish Links, 1 Cavendish Street Claremont, 7708 poBox 44586, Claremont, 7735 Name of Compliance Officer: Vuyiseka Kulati
Investment philosophy
Vunani back administrators (VFM) have a strong investment capacity in the areas of absolute performance (interval CPI +), balanced income, improved, Vanilla Titles, ILB, central national capital, specialized capital, global capital capacity and property funds . Its investment philosophy is based on the use of inference rather than predicting and minimizing the risk of reduction in all products. For this purpose, the following principles guide their investment and philosophy process ● Risk control. Its goal in each of your product groups is to offer performance that exceeds the point of reference, but with a risk less than the contractor. ● Emphasis on consistency. They value consistency in everything they do. This includes the delivery of Alpha as consistently as possible. ● Market efficiency. The difference from La Mayoría de los participants del Mercado that creen that Poseen skill skills may find inefficiencies in the market (y auch is posible in some cases), leading vunani stone administrators in the creen that sea la fuente main from generación alpha long-term . ● Specialization. They believe specialization offers the safest way to achieve results. ● Macroenvironment. Using inference instead of predicting, they extract the values -casted values by the market at any time and discuss them.
Its analysis shows that additional performance expectations differ in both active classes and companies in each of the three regimes identified in the macroeconomic environment.Market moment What counts, focus your market time decisions in the context of the risk potential of reduction, as defined by its macro indicator compound.
Requirements
Who is your FAI complaints officer?Carmen Peskin provides the link to her website complaint policy: https://www.vunanif.co.za/wpcontent uploads/2021/10/IPM310_comlaintsproceret-2021 .x1728.pdf
What is the company owned by the company?, Ethan Dube, team and management are interested in the property?Provide the percentage maintained by staff and management: Vunani fund managers, employees, have 30% of business inheritance through business through a participatory rights structure through the confidence of the participation of the staff of Vunani fund managers.
History
When was the company created?1999 List of mergers that have occurred since it was established: none 51%, while the controlling company of the time, Peregrine Holdings kept a significant interest of 49%.
On August 15, 2011, Vunani fund administrators became 100% owned by Vunani.In February 2019, Vunani Capital attributed 30% of the capital in the company to a staff participation scheme.🇧🇷
B-BBEE credentials
Are you accredited by B-BBEE?Yes, what is your state b-bbee?Level 1 Who did you believe?
List
Are you in accordance with GIPS?Yes, are you checking gips?Yes, who did you check?
Vunani Fund Managers (Pty) Ltd
Continued
Investment mandates
What are your total assets under administration?R54.7 billion hold the current mandates: - - - -
Main investment employees
Investment equipment size: 13
Safs Narker Cio & Head: Equida CA (SA), CFA 16 Years of Experience in Industry 8 years with the company
Tony Bell Head: Global com (Men), MBA 34 years of industry experience with the company with the company
Rowan Williams Short Head: Fixed Interest MSC, FIFM, CFA, CIPM 32 years of sector experience with the company with the company
Craig MacArthur Head: Passive BSC (Hons), CFA 28 years of industry experience with the company with the company
Johan of Kock Portfolio Manager: Equity BCom (Hons), 31 years of industry experience with 8 years with the company
Nino Nino Portfolio Manager: Equity MSC, fell 13 years of industry experience 6 years with the company NTOBeko Stampu Co-Co-Co-Co-Id: Fixed Interest BC, BCOM (Hons), Caia, CQF, CFA 21Experience of Industry Experience 3 Years with the company NTSEKHEGUENTO DE Moila Portfolio: Absolute Return MA (ECON), LLM (END), fall 17 years of experience in the 4 -year industry in the company
Motorola Phone Manager: Absolute Return BSC, with (Hons), MBA, fall 18 years of experience in the 3 -year sector in the company
Junior Analyst Nompumelelo Qwabe: Equity BCom (Hons) 4 years of experience in the sector 5 years with the company
Portfolio Manager of Gershwin Long (under supervision) with (men), 15 years of experience in the sector 3 years with the company
SIV Govender Head: Dealer CBS (SA) 29 years of industry experience with the company with the company
Nomathamsanqa Thami Mafignosi Junior Resellers Bom (Hons) 3 years of experience in the 3 -year sector with the company
Weaver Investment Management (Pty) Ltd
www.weaverinvest.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 43314 CURTINATA: +27 11 034 9000 Email General: info@weeverinvest.co.za Address: Block A, La Rocca Park 321 Main Road, Bryanston 2191 P Cashier 69894, Bryanston 2021 Name of Officer OfficerOFFICER OFFFICER OFFORE CONFORMITY: CONFORMITY: CONFORMITY: CONFORMITY
Investment philosophy
Our investment philosophy is based on the need to achieve higher risk performance.This is achieved by combining passive strategies with the best active breed managers.We continue a central satellite approach to the investment.The core is passively managed to provide beta, while satellites are actively treated to generate alpha.
Requirements
Who is your FAI complaints officer?Charmaine van Wyk (the compliance toolbox) provides the link to the complaint policy on your website: available on request.
Property
What is the company's real estate structure?Weaver Investment Management (PTY) Ltd is a majority business management business, controlled and administered.The directors of the company?, CEO);Nomahluub Simamane (President, Non -Executive Director);Potlako Gasennelwe (non -executive director);Daniel Clifford (not director without executive director) interest in the property?Provide the percentage maintained by personnel and management: currently only management has, but we are in the process of establishing an incentive scheme for employee actions, so that all employees are shareholders of the company
When was the company created?Our predecessor Gatzo Independent Investmes Advisors was created in 2007 and we renamed the Weaver Investment Management in 2018. List of mergers that occurred since it was established:-
B-BBEE credentials
Are you accredited by B-BBEE?No, we are a qualified micro company what is your B-B-BBEE state?Level 2 Who did you accredited yourself?Accreditation date:-
List
Are you in accordance with GIPS?Are you checking gips?Not who was verified?
Investment mandates
What are your total assets under administration?R1.6 billion details the mandates that update
Main investment employees
Investment equipment size: 4
Ngoni Gwatidzo Cio BSC (ECON), MBA, CFP 40 years of industry experience with the company with the company
Owen Khumalo CEO Banking (IOB), Marketing (IMM), 26 -year -old industry's retirement funds management with the company with the company with the company
X-Chiquer Fund Manager (Pty) Ltd
www.xfm.co.za
Company details
FAIS FSP REGISTRATION NUMBER: 31388 CORTINATA: +27 21 918 8200 Email General: info@xfm.co.ZA Address: Unit 714, The Cliffs, Tygerfalls Tygervalley, Bellville, 7530 Name of Compliance Officer: Enrique Goosen +2721 975 6597
Investment philosophy
Our neutral and market capital funds follow a portfolio construction strategy and container sharing based on a fundamental investigation with a risk overlap to decrease.Our goal is to provide higher performance adjusted to our risk to our term of average investors while focusing on continuously protection of capital.
Requirements
Who is your FAI complaints officer?Enrique Goosen, provide the link to the complaint policy on your website: https://xfm.co.za/legal/ gips
Are you in accordance with GIPS?Are you checking gips?
Investment mandates
What are your total assets under administration?R1.2 billion details the mandates that update
Main investment employees
Investment equipment size: 4
Werner Prinsloo Cio & Co-Head: Neutral Market Strategy Action
Eugene Prinsloo Co-Head: Neutral market and equity of equity only CA (SA) 23 years of experience in the 12-year sector with the company
Nico McDonald Co-Head: Pathity Long only CA strategy 15 years of industry experience 13 years with the company
Michael Klopper Junior Bussc Analyst 4 years of industry experience 4 years with the company
Property
What is the company's real estate structure?The X-Checker Fund Management (PTY) Ltd.
History
When was the company established?2006 list of mergers that have occurred since it was established: -
B-BBEE credentials
Are you accredited by B-BBEE?No, what is your BBEE state?🇧🇷
36Oneous assurance management
MARTINS DE SCENDITA
Tel: +(27) 10 501 0250 E -mail: support@36one.co.za
The degree of difference
Allan Gray Limited Owner
Grant Pitt
Tel: +27 21 415 9156 / +27 21 431 9525
Argon Asset Management (Pty) Ltd
Jeremy Jutzen, customer relations manager
Tel: +27 021 670 6592 Mobile: +27 83 703 8523 www.argonassetmanagement.co.za
An African investment company with global standards
Ashburton's investments
Gordon Wessels / Naleni Govender / Rudigor Kleyn
Tel: +27 11 282 8800 (reception)
Access to fixed and private income markets for diversified performance sources
Asset Management
Nick Curtin
Tel: +27 21 532 6917
M&G Investments
Tel: 0860 105 775 E -mail: icm@mandg.co.za
Mazi Asset Management (Pty) Ltd
Happy rich
Tel: +27 10 001 8300 E -mail: clientservice@mazi.co.za www.mazi.co.za
Delivery through diversity
Mergence Investment Managers (Pty) Ltd
Ronel Bantjes
Cell: 082 563 8610
Pragmatic investment
Miezo Asset Management (Pty) Ltd
Levo Contato |Mark Lamohr Permanecerá Para Usar |Faldie isaacs
Tel: +27 21 552 3555 E -mail: info@miollo.co.za www.miando.co.za
Creating certainty in uncertain times
Momentum Investments (Pty) Ltd
Willem Gaymans, Institutional Investments
Cell: +27 82 336 8786 E -mail: willem.gaymans@momentum.co.za correiaxus@momentum.co.za momentum.co.za/business
Oasis Asset Management Limited
Adam Ebrahim
Tel: +27 21 413 7860 Fax: + 27 21 413 7900 E -mail: clients@za.oasiscrescent.com www.oasiscrescent.com
Yields louder than a market risk on the market
Old Mutual Investment Group
Craig Chambers, Customer Director: Consultants and Aggregators
Tel: +27 82 413 8547 E -mail: cchambers@oldmutualinvest.com
Vishal Bhukha, Dirator Delhi Sleest: Institute
Tel: +27 82 434 555 E -mail: vbhikha@oldmutualinvest.com
Several old mutual
Trevor Pascoe, Manager Director
Tel: +27 (0) 21 524 4815 E -mail: Trevor.pascoe@ommm.co.za www.ommultimanagers.co.za
Perpetua Investment Managers (Pty) Ltd
Kevin Dan Image
Tel: +27 21 674 4274 Fax: +27 21 674 4599 E -mail: Customs@perpetua.co.za www.perpetua.co.za
Investment of disciplined value
PSG Asset Management (Pty) Ltd
Anet Ahern | CEO
Tel: +27 21 799 8000 www.psg.co.za/asset-ganagement
Larger image thinkers
Brigadeiro
Asset Management
SASFIN ASSET MANAGERS
Kere'shea Govender
Cell: 083 636 0572 Tel: +27 11 531 9216 E -mail: kerehea.govender@sasfin.com
Boutique with a brand
Capital Management Percentage
Traubott "TC" de Czettritz
Cell: +27 72 780 7815 Tel: +27 11 880 1994 E-mail: tc@entio-capital.com
Investments in Sanlam
Mira to four
E -mail: bhekan@sanlaminvestents.com
MEMETER
E -mail: tinom@sanlaminvestents.com
Believe it, invest in it
Truffle asset management
E -mail: info@trufffle.co.za www.trufffle.co.za
The value of the experience.
Gracias
The 2021 Retirement Fund Annual Survey is Don Andrews's product and research team on behalf of Alexforbes.Through extensive sector research and comprehensive quantitative analysis of data administrator data, the team produced a complete performance analysis for 2021.
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