The Fund aims to maximise total real returns through active and unconstrained management
The Fund’s managers can invest in a mix of local and foreign assets, including equities (e.g. company shares), cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times)
The Fund is unrestricted in its choice of companies either by size, industry or geography
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
Unconstrained and fully flexible, the Fund aims to maximize long-term total returns (comprising capital growth and income) by investing across a wide spectrum of asset classes, in both local and foreign markets
Asset allocation decisions are based on a disciplined investment process that considers fundamental drivers, reasonable valuation and investor behaviour
Equity selection employs a tested investment philosophy focused on investing in reasonably valued companies receiving positive earnings revisions that are expected to endure
Hannes van den Berg
Co-Head of SA Equity & Multi-Asset
Hannes is the Co-Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One....
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Rehana is Co-Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. She...
Investment objective summary
The Fund aims to maximise total real returns through active and unconstrained management
The Fund’s managers can invest in a mix of local and foreign assets, including equities (e.g. company shares), cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times)
The Fund is unrestricted in its choice of companies either by size, industry or geography
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
Unconstrained and fully flexible, the Fund aims to maximize long-term total returns (comprising capital growth and income) by investing across a wide spectrum of asset classes, in both local and foreign markets
Asset allocation decisions are based on a disciplined investment process that considers fundamental drivers, reasonable valuation and investor behaviour
Equity selection employs a tested investment philosophy focused on investing in reasonably valued companies receiving positive earnings revisions that are expected to endure
Hannes van den Berg
Co-Head of SA Equity & Multi-Asset
Hannes is the Co-Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. He has portfolio management responsibilities for the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk.
Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers.
Hannes holds a Bachelor of Accounting Honours as well a Master of Accounting degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA® Charterholder.
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Rehana is Co-Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. She has portfolio management responsibilities for the General Equity and Balanced strategies as well as the Worldwide Flexible Strategy.
Prior to joining the firm Rehana spent eleven years working for Prudential Investment Managers (currently known as M&G) and was a Director on PIMSA Institutional Board, Head of Equity Research, Portfolio Manager in their Select team and an analyst covering mining, retail and general financials sectors. Before this she worked for Deloitte firstly doing her accounting articles and secondly as a manager of the Special Services Group.
Rehana holds a Bachelor of Commerce in Accounting degree and a post graduate diploma in Accounting from the University of Cape Town. She is also a Chartered Accountant.
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