Roeloff Horne (Head of Portfolio Management) and Gavin Betty (Non-Executive Director of MitonOptimal Holdings and Chair of the Investment Committee) discuss the two indexation Collective Investment Schemes we manage and offer the SA market.

Their discussion covers what the funds are, why they differ from other indexation solutions and how the investment process is implemented in practice.

 

The content of this article is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness.

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