Flexible mandate results in consistent returns

The fund invests primarily in foreign markets. Its objective is to achieve capital appreciation over the medium to long term.

Niel Joubert

Fund manager insights: Investors seeking growth opportunities from global markets typically have to make the choice between equity-only or balanced-type funds. The selection of a regional or currency bias often puts further restrictions on the mandate and restricts the manager accordingly, says Anton Turpin, managing director of MI-Plan. “Our research has shown that at the core of investors’ needs, when investing for the longer term, is the requirement for a mandate that allows the manager to seek global opportunities while allowing the management of downside risk through the use of flexible asset allocation to less risky asset classes,” says Turpin. “Without the constraint of having to hold 100% equity, and with the total flexibility to hold other asset classes or reduce equity completely, the ability to implement global macro-decisions in both stock selection…

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Finweek - English (Digital) - 1 Issue, 19-oct-17

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