We could NOT be more excited to inform you, our fantastic clients, that we have not one, not two, but THREE 2022 Raging Bull winners in our “Arena” of elite fund managers. The “hidden stars” who toil away each trading day to ensure that your investment portfolios yield an above average return at below average risk. NOT an easy task, but the following THREE amazing fund managers have done it – again!
Tony Bell – Global Marathon IP Fund – Best (SA-Domiciled) Global Multi-Asset Flexible Fund, Risk Adjusted Basis
We are very proud to say that this fund was set up for Financial Fitness clients and has only been available to you (our clients) via our Financial Fitness (local) Funds of Funds! Winning this award, on a Risk Adjusted Basis is especially pleasing since Tony’s “steady hands” have guided us through some scary times over recent years.
Our relationship with Tony, and his team, has grown stronger every year and we are now very pleased to announce that our Global Investors Edge Portfolios (offshore in USD, GBP or EUR) can now include the (SA Award Winning) Global Macro IP Fund USD (IPFM Guernsey) managed by Tony.
Please note that Tony will present his Global views at our client Webinar on 16th March.
Rowan Williams-Short – MI-PLAN Enhanced Income Fund – Best SA Multi-Asset Income Fund, Risk Adjusted Basis
This 5 Crown fund has been managed by Rowan since its March 2012 inception. We became interested during 2016 and watched his consistent performance for a few years then jumped on board during December 2018. It has been a steady and rewarding ride. Those who know Rowan will tell you that he is one of the smartest guys in the industry, which you’d never tell from his self-effacing, low-key style. But then, as they say, RESULTS speak louder than words.
Phil Bradford – Portfoliometrix BCI SA Bond Fund – Best SA Interest-Bearing Variable-Term Fund
We are not specifically holding this fund, but we did buy into the “sister” fund, Portfoliometrix BCI Dynamic Income during February 2022, and it has been doing a fantastic job for the Income side of our Asset Allocation. In fact, over the time we’ve held the Dynamic Income Fund, it has given you (our clients) about 2.6% more return than we would have earned from the Award Winning PMX SA Bond Fund. So, can you predict a future award on the horizon?