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Old Mutual Rafi 40 Index Fund B1 (0P0000IRE9)

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5.450 -0.041    -0.74%
30/05 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000103784 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.61B
Old Mutual RAFI 40 Index Fund B1 5.450 -0.041 -0.74%

0P0000IRE9 Overview

 
On this page you'll find an in-depth profile of Old Mutual Rafi 40 Index Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P0000IRE9 among other information.
Category

South Africa & Namibia Equity

Total Assets

1.61B

Expenses

0.60%

Inception Date

Oct 01, 2007

Contact Information

Address West Campus Entrance 1, Mutual Park, Jan Smuts Drive, Pinelands, 7405
Cape Town,
South Africa
Phone -

Top Executives

Name Title Since Until
Anelisa Balfour - 2023 Now
Thobile Mfelang - 2022 Now
Stanley Bisho - 2019 2021
Bernisha Lakhoo Lala - 2017 2019
Shariefa Parker Portfolio Manager 2013 2019
Biography Shariefa joined Customised Solutions in February 2013 as an Investment Analyst. She is primarily responsible for domestic portfolio optimisation and implementation, and is currently developing the skillset to manage and support the international suite of portfolios. Shariefa also contributes to various research projects. Having started on the Graduate Programme within Old Mutual Investment Group in 2009, Shariefa progressed to a role of senior Valuations Specialist, and hence brings with her a strong understanding of valuation methodologies across a vast range of financial instruments in various asset classes. Prior to joining Customised Solutions, Shariefa held a position as Senior Valuations Specialist within Old Mutual Investment Group. Shariefa has four years of work experience within asset management.
Fawaz Fakier Portfolio Manager 2015 2017
Biography Fawaz joined the Quantitative Investments Team within Customised Solutions in 2015. He is involved in portfolio management across the full spectrum of funds. He is also involved in quantitative analysis, product development and research. He serves as a consultant to the Indexation team on an offshore mandate and is involved in certain aspects of the business. Fawaz joined Customised Solutions’ Old Mutual Global Index Trackers in February 2013 as an Investment Analyst, where he was responsible for local and international portfolio management, optimisation and implementation. He was also involved in various research projects and product development. Prior to joining Customised Solutions, Fawaz was a Quantitative Analyst within the Risk Research Division at Old Mutual Investment Group for more than a year. He started his asset management career as a Client Relationship Manager at Oasis Group Holdings, and later joined MetAm, where he moved through the ranks in various roles ranging from the Valuations team, to a Hybrid and Structured Investments specialist and eventually the Investment Risk team. Fawaz has nine years of work experience in the investment industry.
Palvi Kala - 2012 2017
Biography Palvi joined Dibanisa Fund Managers in December 2008. She is responsible for performing the daily fund management of domestic and international investment portfolios. Prior to joining Dibanisa Fund Managers as a portfolio implementation specialist, Palvi worked at FNB Private Clients as an assistant structured lender for two and a half years, where she was responsible for setting up credit portfolios for high net worth clients.
Frank Sibiya - 2012 2014
Biography Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds. He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets. Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.
Craig Chambers Managing Director 2010 2012
Biography As head of the Dibanisa Fund Managers, an Index-tracking boutique based in South Africa. Craig is responsible for oversight and management of the boutique capability, boutique strategy, marketing, financials and oversight of all investment professionals. He served as the Chief Investment Officer during the initial five years before he was appointed as Managing Director. Mr. Chambers, a registered portfolio manager with the South African Financial Services Board, was the Chief Investment Officer of Old Mutual Glb Index Trackers (Pty) Ltd. He formerly sat on the South African Futures Examinations. formerly with SCMB Assets Managers. Craig has 14 years of work experience in asset management. He is a CFA Charter holder and has a BCom degree with a postgraduate qualification in Business Administration.
William Loftie Botha Portfolio Manager 2007 2009
Biography Loftie started his career as an engineer and moved into asset management in 1994 as an industrial analyst with the Mines Pension Fund. He joined ABSA Asset Management in 1998 as an analyst and later managed the ABSA General Equity Fund. He later became a senior portfolio manager at Huysamer Capital Investments. In 2006, he joined Umbono Fund Managers, an OMIGSA boutique, as a quantitative fund manager before being promoted to CIO of the boutique. Loftie joined Metropolitan Asset Managers in Feb 2010 as the head of absolute strategies and was appointed portfolio manager for Absolute Return Funds at Momentum Asset Management in 2011. .
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