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Date of inception: July 1987
The trust is suitable for the Approved Investment portion of retirement funds and for those investors seeking a managed portfolio of gilt edged securities.
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The portfolio will consist of approved securities and prescribed assets in terms of Regulation 28 of the Pension Funds Act of 1956.
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Our aim for this fund is to exceed the return on the All Bond Index over the medium-term.
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Annualised returns for period ended December 1995:
1 yr 25.24%
3 yrs 15.54%
5 yrs 16.68%
7yrs 17.69%
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BRIAN JAMES (B. Comm) MBA (Columbia University, New York)
Brian has 28 years investment experience. He joined UAL Investment Division in 1966. In 1972 he moved to UAL's corporate Finance Department and in 1976 managed a specialist Property Portfolio within the Nedbank Group. For four years he was responsible for the management of Nedbank's Property Division. He rejoined UAL's Portfolio Management team as a senior manager in 1987.
He was appointed assistant general manager in 1990 and is currently responsible for Gilt and Money Market operations.
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