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Plexus Wealth Bci Balanced Fund A (0P0000KQTX)

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2.232 +0.017    +0.77%
25/04 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000133708 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 254.59M
Plexus Wealth BCI Balanced Fund A 2.232 +0.017 +0.77%

0P0000KQTX Overview

 
On this page you'll find an in-depth profile of Plexus Wealth Bci Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000KQTX among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

254.59M

Expenses

1.74%

Inception Date

Jun 25, 2009

Contact Information

Address 87 Dorp Street
Stellenbosch, 7600
South Africa
Phone +27 (0) 21 2000 409

Top Executives

Name Title Since Until
Not Disclosed - 2022 Now
Ian Anderson - 2013 2022
Biography Ian joined Grindrod Asset Management as Chief Investment Officer in September 2009. Prior to that, he ran his own consultancy where his clients included Marriott Asset Management, Fortress Asset Managers (part of the Resilient group of companies) and the Property Loan Stock Association of South Africa. Ian was the Investment Director at Marriott Asset Management from 2002 to 2007, having joined the firm as an Investment Analyst in 1996. Ian has been involved in the management of specialist listed property portfolios for the past 15 years. Education: 1991 Bachelor of Commerce, Economics & Business Information Systems at the University of Natal 2000 CFA Charterholder, 2011 CAIA Charterholder
Paul Stewart Managing Director 2009 2012
Biography Managing Director and member of the Plexus Investment Committee; previously with Old Mutual Asset Management and Managing Director of m Cubed Unit Trust Management Company; Chairman of Association for Savings and Investments SA (ASISA) Fund Manager Committee; 16 years' experience in the investment and asset management industry. Paul holds both a Bachelor of Arts (BA) degree majoring in Industrial Psychology, and a Bachelor of Business Administration (BBA) degree majoring in Economics and Finance. He is also a registered person with the South African Institute of Financial Markets.
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