For Financial Advisors
Our team
Anton Van Niekerk
Portfolio Manager
Anton (69) holds a B. Econ (Hons) degree from the University of Stellenbosch. He has advised on/managed portfolios for over 25 years, the Olympiad funds from end of 2016. Prior to Olympiad Anton managed the AJ Wrap Funds from 1/6/2009.
The AJ High Curve/Balanced Wrap Fund which turned into the Oympiad BCI Managed FOF in 2016, with about 30% in cash at all times, yielded a return of 170.12% from 1/6/2009 to 31/8/2019 net of fund management and lisp fees.(Source: Aims). In comparison the urban inflation rate was 67.31% and the SA High Equity Managed funds yielded 140.22%. (Source: Morningstar).
Greatest achievement – Protecting investor’s funds from local stock market crash in 2008/09 and positive returns over the last two years.
Robert Walton
Co-Portfolio Manager
Robert holds the following qualifications B. Acc (Hons), CMA, CA(SA) 28 years’ experience and 14 years of multi-management experience. He also completed various courses at Harvard, Stanford, IMD & Duke executive business schools.
Past Performances of Wrap Funds Managed By Anton Van Niekerk
AJ Balanced Wrap Fund
01/06/2009 - 31/07/2016
AJ Worldwide Wrap Fund
03/05/2013 - 31/07/2016
Source: Aims/InetBridge
The value of the investment may increase / decrease and past performance is no indicator of future growth.
