Robert Macdonald is a portfolio manager at Satrix's smart beta and indexation investment business. He is also responsible for research and product development.
Macdonald joined SIM in 1999 working in investment operations and client services. Before joining SIM, he spent three years working in the corporate finance department of PricewaterhouseCoopers.
Macdonald completed his B.Bus.Sci (Finance) (Hons) and P.G.D.A. at the University of Cape Town (UCT), graduating in 1994 and 1995 respectively. He also qualified as a CA (SA) in 1998 from SAICA, and is a CFA charter holder, obtained in 2004.
In his spare time Macdonald enjoys sport (mainly mountain biking), reading and spending time with his family. He is married with three children.
Ranking
Sector:
South African-Equity-General
Size:
R200 047 811
Sector Rank:
9 out of 163 (lump sum over 1 years to 31 Mar 2018)
Overall Rank:
50 out of 1143 (lump sum over 1 years to 31 Mar 2018)
R1000 invested on 31 Mar 2017 was worth R1 144.32 on 31 Mar 2018 (14.43% annual compound return)
R100 per month since 31 Mar 2017 was worth R1 231.01 on 31 Mar 2018 (4.70% 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 provide investors with income and capital growth in the medium to long term by tracking the proprietary Satrix Momentum Index as closely as possible. Income will be of secondary importance.
Latest News
Fund Manager Comment - Nov 17
Wednesday, 27 December 2017
Macro review
In the US, the third quarter saw increased political uncertainty ...more
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