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Investment Management

Active Asset Management

Asset Management is one of South Africa’s leading management companies with over R100 billion in assets.

 

As an investor, you undoubtedly appreciate the need to have a long-term view on securing the best investment returns. This pragmatic approach is one shared by Absa Active Asset Management.

We are one of South Africa’s leading asset management firms with a proven track-record of exceptional returns and more than R100 billion in assets under management. Our team of investment professionals has more than 100 years of investment experience between them, bolstered by the global reach of the Barclays Group and allied partners.

As a valued institutional or retail client, you are assured of reaping the benefits of aligning yourself with our expert asset managers.

 

Supporting Information

Learn more about Active Asset Management.

 
 
 

Our Franchise Model

Each of these franchises takes responsibility for its own client investment outcomes, team and talent management and risk management. However, the same investment philosophy is applied throughout our operations, including in overall asset allocation research and recommendations.

This segregated, yet synthesised approach provides you with the best expertise and research. For instance, the asset class-specific franchises (Equities, Fixed Interest, Property, and Pan-Africa) manage their own funds and research. The multi-asset class franchises (Balanced, Targeted Returns), on the other hand, leverage off research conducted by other franchises as well as that directed by our Chief Investment Strategist.

Balanced Franchise

Kurt Benn

Designation
Head: Balanced Franchise
Qualifications
B. Bus Sc, B.Com (Hons), CFA
Inv. Experience
1 years with ABAM
19 years industry experience

Greg Kettles

Designation
Senior Portfolio Manager
Qualifications
BCom (Hons), CA (SA), CFA
Inv. Experience
9 years with ABAM
22 years industry experience

 
 
Absolute Franchise and Pragmatic Value Equity

Michael van Andel

Designation
Portfolio Manager
Qualifications
BCom (Acc) (Hons), CA (SA), CFA
Inv. Experience
9 years with ABAM
9 years industry experience

 
 
Equity Franchise

Stephen Arthur

Designation
Head: Equities Franchise
Qualifications
B Sc Eng (Mining), CFA
Inv. Experience
10 years with ABAM
27 years industry experience

Dale Hutcheson

Designation
Senior Equity Analyst and Associate Portfolio Manager
Qualifications
BCom Dip (Acc), HDip (Tax), CA (SA)
Inv. Experience
8 years with ABAM
14 years industry experience

Patsy David

Designation
Senior Equity Analyst
Qualifications
MBA
Inv. Experience
1 year with ABAM
20 years industry experience

 
 

Cornette van Zyl

Designation
Investment Analyst and Associate Portfolio Manager
Qualifications
Bcom (Acc) (Hons), CA (SA), CFA
Inv. Experience
2 years with ABAM
6 years industry experience

Mbuso Mbuli

Designation
Investment Analyst
Qualifications
BCom (Acc/Economics)
Inv. Experience
1 year with ABAM
5 years industry experience

 
 
Fixed Income Franchise

Eben Maré

Designation
Head: Fixed Income
Qualifications
Ph.D., M.Sc., B.Sc. (Hons), B.Sc., FAIS Representative
Inv. Experience
1 years with ABAM
25 Years industry experience

Juan Bekker

Designation
Head: Money Market
Qualifications
SAIFM, FAIS Representative
Inv. Experience
8 years with ABAM
28 Years industry experience

James Turp

Designation
Portfolio Manager – Bonds
Qualifications
B.Com (Economics); SAIFM Unisa Certificate in Treasury Management, FAIS Representative
Inv. Experience
2 Years with ABAM
25 Years industry experience

 
 

Rehana Rungasamy

Designation
Fixed Interest Portfolio Manager
Qualifications
B.Com (Accounts), SAIFM, FAIS Representative
Inv. Experience
8 years with ABAM
17 Years industry experience

 
 
Property Franchise

Fayyaz Mottiar

Designation
Head: Listed Property Franchise
Qualifications
B.EconSc, CFA
Inv. Experience
5 years with ABAM
18 years industry experience

Sumenthree Moodley

Designation
Listed Property Analyst
Qualifications
BBusSc (Finance) (Hons)
Inv. Experience
1 year with ABAM
7 years industry experience

 
 
Pan-Africa Listed Equities Franchise

Godfrey Mwanza

Designation
Head: Pan –Africa Listed Equities Franchise
Qualifications
CFA charterholder, BSc
Inv. Experience
2 years with ABAM
10 years industry experience

Roy Mutooni

Designation
Investment Analyst
Qualifications
CFA, MBA
Inv. Experience
1 year with ABAM
19 years industry experience

 
 
 

Investment Philosophy

We are confident you will value our active investment philosophy that adopts a long-term, pragmatic value approach and taps into the strong fundamentals that underpin our asset and investment choices.

Our range of pooled (Unit Trusts) and segregated portfolios provide access to a range of mandates that offer diverse investment opportunities and returns. From low-risk fixed interest and absolute funds to mid-level balanced and property opportunities to high-risk investments in pan-African and domestic equities, we have you covered.

Understanding our Products

Our clear and defined investment philosophy has delivered sustainable returns, irrespective of whether the investments have been in our pooled or segregated mandates.

No matter your choice of instrument or investment option, you can be assured that we are committed to meeting your specific needs and will deliver unparalleled service.

Our segregated mandates each possess a specific focus designed to cater to differing needs, providing you with the ultimate choice of underlying investment vehicle and risk profile.

Protect Wealth

We can help you prepare for a changing future by protecting your wealth now. Any number of changing circumstances can cause your wealth to diminish, some inevitable and some unpredictable. New taxes and legislation, volatile markets, inflation, changes in your personal life, everyday risks such as fire and theft... One thing is certain – you need to plan to protect your wealth.

We can work with you to help structure your wealth in a way that minimises the impact of changes. We can help you diversify your assets to spread risk, or discuss trusts that could protect your wealth locally and abroad. We may be able to introduce you to tax experts to help you minimise your current and future tax liabilities.

We will also try to help you find a balance of protection and flexibility. Protecting your wealth needs to be done in a way that doesn’t cause its own problems such as barring you from access to your capital for fixed periods when you may need access to it.

It’s your life. A plan to protect your wealth will help ensure you to live it according to your priorities.

Use and Enjoy Wealth

Wealth creates possibilities. We can help you use your wealth to get what you want from your life. Everyone enjoys using their wealth in different ways. For you, it might be the joy of travel, helping others through philanthropy, sharing your success with family and friends or your passion for collecting. It might be the simple freedom to do what you want, when you want.

Whatever your priorities, we can help you use your wealth by ensuring it’s working for you now and is structured to be flexible for the future.

That might mean unlocking the value of your wealth by borrowing against assets you want to keep, even with specialised lending for items such as yachts and planes. It might mean helping you manage your wealth alongside your international lifestyle - with day to day banking, international mortgages or property services.

 

How can we help you?

Contact one of investment professionals today to find out how
they can help you meet your investment goals.
Call us on 0861 008 463

 
 
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