IFM Balanced Fund Of Funds
The fund seeks to provide investors with a balance between capital growth, and income from dividends and interest received on investments. The portfolio aims to maintain an equity exposure between 40 and 60% at all times. From time-to-time surplus cash positions are held in anticipation of the identification of appropriate investment opportunities. The portfolio’s investment style is one of value investing (an investment strategy based on buying shares which is trading at less than its’ true worth) and is managed in accordance with a typical pension fund portfolio.
Investment Focus
Global Equity
Global Cash
SA Equities
SA Money Market
SA Cash Resources
Overview
Strategy
The fund is appropriate for all investors looking for a balanced fund providing returns in excess of inflation over the long term. It is appropriate for both investors saving for retirement, as well as investors that have already retired. Investments require longer-term investment periods to provide the expected returns. Short-term declines in the value of the portfolio could happen as a result of the fund’s equity exposure, as well as its exposure to bonds that could be negatively affected by a rise in interest rates. Investors with a short-term requirement for the funds invested should not consider this portfolio as a suitable investment as the investment require longer-term investment periods to provide the expected returns.
Downloads
IFM Balanced Value FoF
Strategy Characteristics
Value investing Strategy
Actively managed. The fund follows an active investment strategy
Managed Risk strategy. The Fund achieves
Fund Managers
Chris Meyer
CA (SA)
Chris Meyer co-manages the Heiden Grimaud Lotus Fund and is a founding member of the Heiden Grimaud Group. Chris established the Indequity Group and was instrumental in taking the Indequity Group’s asset management division private through a management buy-out in 2010. The name of the asset management arm was then changed to Heiden Grimaud when it became a multi-national company offering a diverse range of products headquartered in Brussels.
Chris is a qualified Chartered Accountant with over 30 years of experience in the financial services industry, including venture capital, corporate re-structuring, financial structures, initial public offerings and private equity. With his many years of practical experience and diverse expertise, Chris can provide unique perspectives when analysing publicly listed companies, their management teams, capital structures and incentive models. It is these insights that gives the Heiden Grimaud Lotus Fund a distinct advantage when seeking out new investment opportunities.