Discovery Balanced Fund (0P0000IR2N)

2.422 -0.030 (-1.38%)
Closed ZAR Disclaimer
33.49B

Discovery Balanced Fund Profile

Total Assets
33.49B
Expenses
1.89%
Inception Date
Nov 06, 2007
ZAR/NAD Flexible Allocation funds have a fully flexible mandate in terms of asset allocation. These portfolios invest in a combination of equity, bond, cash and property investments for a ZAR/NADbased investor, with no restrictions as to the minimum or maximum % holding in any one asset type.
Contact Information
Address
2146 Johannesburg, South Africa
Phone
+27 (0)11 529 2888
Fax
+27 (0)11 539 5777
Top Executives
Name
Title
Since
Until
Biography
Hannes 2020 - Hannes is the co-head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. His focus is on the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers. Hannes holds a Bachelor of Accounting Honours as well a Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.
Sam 2018 -
Chris 2007 - Chris is the Head of SA Equity & Multi Asset at Investec Asset Management and the lead portfolio manager for our SA multi-asset strategies. He joined the firm in 2005 having left Futuregrowth Asset Management, where he served as head of equities and portfolio manager from 2001. When he first joined RMB Asset Management (RMBAM) in 1993, he spent nine years as an analyst, portfolio manager and ultimately, director. During this time, he managed a number of portfolios including balanced portfolios for many retirement funds, as well as the RMB General Equity Unit Trust. Still with RMBAM, he relocated to Cape Town in 2000 to take responsibility for the Public Investment Corporation equity portfolio outsourced by Futuregrowth, before formally joining Futuregrowth in 2001. Following the completion his articles, he joined JD Anderson stockbrokers as a banks/insurance analyst in 1990. Chris graduated from the University of Cape Town with a Bachelor of Commerce degree and holds a Bachelor of Computations (Hons) (Certificate in Theory of Accounting) degree from the University of South Africa. Chris is a Chartered Accountant (SA) and is also a CFA Charterholder.
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