Classification
South African IB Variable Term
Category
Fixed Income
Risk Rating
Risk: Medium
Fund Objective
The primary investment objective of the Prime Managed Yield Fund is to maximise yield by investing in a well-diversified investment portfolio of high yield interest bearing financial instruments while preserving capital over the long term.
Investment Strategy
The fund shall seek to outperform its benchmark over a rolling three-year period by investing in a range of fixed income assets including money market instruments, nominal, corporate and inflation linked bonds. In addition, the fund manager will source excess yields available in the markets via exposure to: changes in interest rates, the shape of the yield curve and/or the general level of swap and credit spreads.
Fund Universe
The Fund shall invest in a combination of bonds, money market, real estate, listed and unlisted financial instruments.
Investor Profile
The fund is suitable for investors who are risk averse and are seeking exposure to high-quality interest-bearing instruments with adequate downside protection.
Portfolio Managers
Through the determination and dedication of our people, we serve our partners and generate long-term value for all stakeholders. Our team brings deep insight across asset classes – fostering collaboration and driving performance.
Portfolio Managers
Through the determination and dedication of our people, we serve our partners and generate long-term value for all stakeholders. Our team brings deep insight across asset classes - fostering collaboration and driving performance.
Qualifications: BCom Hons (Risk Management)
Itumeleng has ten years’ experience in the financial services which includes, investment advisory, investment management, fund management and portfolio management. Itumeleng started his career at Sanlam SFA and spent a year there. Itumeleng worked at Balondolozi Investment Services, heading up the Fixed Income team.
Qualifications: BSc (Actuarial Science & Financial Mathematics)
Beniam graduated with a BSc in Actuarial Science in 2022 and has been working in the financial services industry for just over three years. He has already made notable contributions in data analytics and financial management. He is committed to growing within the industry and is actively progressing with his ASSA board exams. Beniam has demonstrated a strong dedication to learning and development, contributing to different projects in the team.
Qualifications: BCom (Investment Management), CFA Level 1 CandidateA92:A93
Itumelengi is a Fixed Income Analyst and has developed strong exposure across fixed income and equities. She worked at Standard Bank within the Global Markets unit, where she gained practical experience on the Fixed Income Sales desk and collaborated closely with bond traders and research analysts. She also formed part of the FEZEKA Graduate Program, completing rotations at STANLIB and the Public Investment Corporation. At Pi, Itumeleng supports the Fixed Income Portfolio Manager. Itumeleng holds a BCom in Investment Management from the University of the Witwatersrand and is currently a CFA Level 1 candidate. She is passionate about fixed income strategy, data-driven decision-making, and long-term value creation.
Qualifications: BSc (Actuarial Science & Financial Mathematics)
Beniam graduated with a BSc in Actuarial Science in 2022 and has been working in the financial services industry for just over three years. He has already made notable contributions in data analytics and financial management. He is committed to growing within the industry and is actively progressing with his ASSA board exams. Beniam has demonstrated a strong dedication to learning and development, contributing to different projects in the team.
Disciplined | Ethical | Intentional
Investment
Philosophy
We invest with intent, always working toward outcomes that endure.
Structured | Diversified | Purposeful
Investment
Process
Our process is guided by clarity and discipline, turning insight into action.
Responsible
Investing
We believe long-term success begins with responsible capital stewardship.