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Bridge Equity Income Growth Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 3 Jul 2013
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Management
Ian Anderson, BComm, CFA
Ian joined Grindrod Asset Management as Chief Investment Officer in September 2009. Prior to that, he ran his own consultancy where his clients included Marriott Asset Management, Fortress Asset Managers (part of the Resilient group of companies) and the Property Loan Stock Association of South Africa. Ian was the Investment Director at Marriott Asset Management from 2002 to 2007, having joined the firm as an Investment Analyst in 1996. Ian has been involved in the management of specialist listed property portfolios for the past 15 years.

 
Andrew Dowse, Bcom (Hons)
Andrew joined Grindrod Asset Management in early 2013 and is currently a Portfolio Manager. Andrew has worked as a Product Development Analyst at Symmetry within the Old Mutual Group and then in the offshore hedge fund division at Maitland. Prior to joining Grindrod Asset Management, Andrew worked at Insinger de Beaufort BNP Paribas, a boutique asset manager and family wealth office. The company’s head office is in Amsterdam and the parent company BNP Paribas is based in Paris. As a member of the investment committee Andrew was responsible for global fund research, analysing all investment products including the more exotic asset classes of hedge funds and structured products. He was also responsible for much of the reporting and analysis of client portfolios including attribution reports and compliance with GIPS reporting standards. He also traded and balanced all offshore and local private client investment mandates and was actively involved in the management of the South African Fund of Funds within the firm.

 
Richard Henwood
Richard has over 12 years of investment experience which he gained in both the UK and South Africa. He spent 9 years in London working for global investment manager Schroders Investment Management, and hedge funds Trafalgar Asset Managers and CapeView Capital LLP. There he gained valuable insight into various investment strategies including long-only, event-driven, credit, private equity and long-short equity. He returned to South Africa in 2013 and worked for Atlas Trading (Grindrod) before joining Bridge Fund Managers (formerly Grindrod Asset Management) in 2014.

 
Ranking
Sector: South African-Equity-General
Fund Size: R209 297 263 (as at 31 Mar 2020)
Sector Rank: 173 out of 175
(lump sum over 1 years to 30 Jun 2020)
Overall Rank: 1268 out of 1320
(lump sum over 1 years to 30 Jun 2020)
R1000 invested on 30 Jun 2019 was worth R734.11 on 30 Jun 2020 (-26.59% annual compound return)
R100 per month since 30 Jun 2019 was worth R998.21 on 30 Jun 2020 (-34.42% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The investment objective of the portfolio is to seek a high level of income (more in the form of dividends) and long-term growth in dividend income in excess of the rate of inflation such that the portfolio will produce a total return in excess of the average of the ASISA South African Equity General sector at lower levels of volatility. Income will be a key component of the portfolio. The risk profile of this portfolio to the investor will be above average, due to its prominent exposure to the equity risk factor. Tax free instrument by virtue of S12T of the Income Tax Act
 
Latest Fund Manager Comment / News
The investment objective of the portfolio is to seek a high level of income (more
in  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
MONDIPLC 35 200 10.57 5.05%
BATS 17 400 10.45 4.99%
ADCOCK 239 200 10.41 4.97%
A-V-I 147 400 10.32 4.93%
SHOPRIT 80 000 9.83 4.70%
Totals   51.58 24.64%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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