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1.692
+0.010
+0.75%
- Morningstar Rating:
- Total Assets: 59.84M
Warwick BCI Balanced Fund of Funds B
1.692
+0.010
+0.75%
- Overview
- Profile
- Historical Data
- Holdings
Warwick Bci Balanced Fund Of Funds B Overview
On this page you'll find an in-depth profile of Warwick Bci Balanced Fund Of Funds B. Learn about the key management, total assets, investment strategy and contact information of 0P000158YF among other information.
Investment Strategy
The primary investment objective is to provide a moderate level of income and long term capital growth. Investments to be included will, apart from assets in liquid form, consist solely of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment of a sufficient standard to provide investor protection at least equivalent to that in South Africa. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed by the Act. Nothing shall preclude the manager from varying the ratios of securities in changing economic environment or market conditions, and from retaining cash or placing cash on deposit. The manager may close the portfolio to new investors.
Contact Information
Address
Ground Floor Acorn House
Bellville, 7530
South Africa
Bellville, 7530
South Africa
Phone
+27 (0)21 007 1500/1/1
Fax
+27 (0)21 421 8085
Web
www.bcis.co.za
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sidney Mckinnon | - | 2014 | Now |
| Biography | Sidney has more than 23 years experience in the commercial and financial services industry. After seven years as an IT specialist at Southern Life, he moved into the Asset Management industry functioning mainly as a quantitative analyst across both equity and fixed interest markets. He worked as a fixed interest specialist and portfolio manager at Nedcor Investment Bank and Abvest Associates before joining Trident Capital. Here his duties included specialist fixed interest portfolio management and the development and management of Real Return and Targeted Return products. Sidney joined Lion of Africa in 2010 as a senior portfolio manager where he was responsible for setting up the functionality of the asset manager within the group. Sidney was appointed Head of Asset Management at Warwick in April 2014, assuming responsibility for the management of all related products. Sidney holds a B.Sc degree from The University of Cape Town, Diplomas in IS Project Management, Financial Management, and has completed modules in the Capital Markets (Securities Institute-London). He has also completed the first level of the CFA examinations. | ||
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