Classification
USD Flexible Allocation
Category
Offshore Funds (USD)
Risk Rating
Risk: Medium-High
Fund Objective
The principal investment objective of the Prime Global Balanced Flexible Fund is to achieve long-term capital appreciation at the risk of moderate short-term volatility of capital values.
Investment Strategy
To achieve the investment objective noted above, the fund invests in a well-diversified investment portfolio consisting of listed equities, bonds, properties, and cash across geographical regions. The investment portfolio construction methodology is based on a passive core and factor-based satellite approach thereby achieving an optimal risk-controlled solution while aiming at outperformance in the medium to longer term. The fund has a capital preservation focus, with a flexible asset allocation strategy that seeks to minimise drawdown risk. The Manager has substantial flexibility, based on the recommendations of the Investment Advisor, to vary the asset allocation of the fund in such a manner as it deems appropriate and shall not be precluded from continually varying the exposure to asset classes across and within geographical regions in order to achieve the investment objective of the Fund.
Fund Universe
The Fund will, apart from assets in liquid form, consists of listed equities, bonds, properties, money market instruments, as well as participatory interests in collective investment schemes, including exchange traded funds (“Collective Investment Schemes”)
Investor Profile
The Fund is aimed at investors with a long-term investment time horizon. This Fund is best suited for investors who can accept some volatile capital movements within a year but seek returns in excess of U.S long term inflation plus 1% (in $ terms) over a rolling 3-year period.
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.