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.
Johann Van Tonder
Economist
Johann (55) has an M.Com degree in Economics from the University of the Free State and studied further at the World Bank, Oxford Institute and University of Pretoria.
During his career he worked as Deputy Director/Senior Economist at National Treasury (9 years), economic journalist at Rapport, Unisa’s Bureau of Market Research and currently Momentum, Consumer Finances/Wellness.
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.
