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Roxburgh Ci Balanced Plus Fund Of Funds B (0P00017KSD)

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1.567 -0.010    -0.54%
18/12 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000211264 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.27B
Roxburgh Ci Balanced Plus Fund of Funds B 1.567 -0.010 -0.54%

0P00017KSD Overview

 
On this page you'll find an in-depth profile of Roxburgh Ci Balanced Plus Fund Of Funds B. Learn about the key management, total assets, investment strategy and contact information of 0P00017KSD among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

1.27B

Expenses

1.20%

Inception Date

Mar 01, 2016

Contact Information

Address Parktown North
Johannesburg, 2193
South Africa
Phone +27(0)11 442 2100

Top Executives

Name Title Since Until
Russell Sachs - 2016 Now
Biography Russell is an independent CERTIFIED FINANCIAL PLANNER® practitioner, also known as a CFP® practitioner and has been practicing since 1 August 1990. The CFP® designation is the highest professional designation one can achieve within financial planning. Russell is a member of the professional body of financial planning, the Financial Planning Institute of South Africa (FPI). He joined Roxburgh Trust in 2003 as a director and full partner. Russell believes in implementing a holistic approach towards Lifetime Financial Planning and when providing financial guidance. This approach involves a process that evaluates the client’s financial needs, objectives and desires in all areas of life and he makes use of the acclaimed Spotlight analysis software to provide comprehensive financial planning reports. Russell takes on client portfolios and wealth management with extreme personal interest and attention to detail. He has a personal interest in wealth and asset management and the market factors affecting his clients’ portfolios.
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