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Bridge Global Managed Growth Feeder Fund Summary Fact Sheet
Global--Multi Asset--Flexible
 
Technical Overview
Formation Date: 9 Nov 2001
Holdings: 6
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: Global-Multi Asset-Flexible
Fund Size: R163 560 209 (as at 30 Jun 2019)
Sector Rank: 6 out of 30
(lump sum over 1 years to 31 Aug 2019)
Overall Rank: 239 out of 1263
(lump sum over 1 years to 31 Aug 2019)
R1000 invested on 31 Aug 2018 was worth R1 071.39 on 31 Aug 2019 (7.14% annual compound return)
R100 per month since 31 Aug 2018 was worth R1 344.86 on 31 Aug 2019 (20.89% 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
This portfolio is a feeder fund. The primary objective of this feeder fund is to provide the investor with a balanced consistent income and capital appreciation over the long term. To achieve its investment objective the portfolio will, apart from assets in liquid form, consist solely of participatory interests in the Bridge Global Managed Growth Fund (the underlying Fund) which is the sub-fund of Sanlam Universal Funds Plc. The underlying fund is US Dollar-denominated and domiciled in Ireland and it aims to achieve a return in excess of 3% of the US Consumer Price Index measured over rolling three year period. The underlying fund will invest in equity securities (including common stocks, preference shares and other securities with equity characteristics or conferring the right to acquire equity securities), bonds (fixed and/or floating, government and/ or corporate) and money market instruments (including, but not limited to commercial paper, certificates of deposit, banker's acceptance, notice deposits, debentures and treasury bills all of which have a maturity of less than one year).

This fund is available to be used within our Tax Free Savings Plan, by virtue of S12T of the Income Tax Act.
 
Latest Fund Manager Comment / News
Bridge Global Managed Growth Fdr comment - May 19
Trade relations between the United States and China continued to sour during May, with  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2019
Share No Units Value (Rm) % of Fund
O-GRIGLMA 9 648 310 158.52 96.92%
Totals   158.52 96.92%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 2019
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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