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Fund Name Value Date Price (cpu)
1st Fusion Ci Div Growth F A31/10/2017111.25
1st Fusion Ci Div Growth F B31/10/2017111.41
1st Fusion Ci Guarded Fund A31/10/2017106.42
1st Fusion Ci Guarded Fund B31/10/2017106.43
1st Fusion Ci Guarded Fund B131/10/2017106.48
1st Fusion Ci Temperate Fund A31/10/2017109.53
1st Fusion Ci Temperate Fund B31/10/2017109.55
1st Fusion Ci Temperate Fund B131/10/2017109.61
Analytics Ci Balanced Fund of Funds A (Capped)31/10/2017682.22
Analytics Ci Balanced Fund of Funds A131/10/2017683.40
Analytics Ci Balanced Fund of Funds B31/10/2017683.09
Analytics Ci Balanced Fund of Funds C31/10/2017677.43
Analytics Ci Balanced Fund of Funds D31/10/2017676.55
Analytics Ci Balanced Fund of Funds E31/10/2017683.34
Analytics Ci Balanced Fund of Funds M31/10/2017684.62
Analytics Ci Cautious Fund of Funds A (Capped)31/10/2017242.93
Analytics Ci Cautious Fund of Funds A131/10/2017243.03
Analytics Ci Cautious Fund of Funds B31/10/2017243.01
Analytics Ci Cautious Fund of Funds C31/10/2017242.76
Analytics Ci Cautious Fund of Funds D31/10/2017242.72
Analytics Ci Cautious Fund of Funds E31/10/2017243.02
Analytics Ci Cautious Fund of Funds M31/10/2017243.13
Analytics Ci Managed Equity Fund A (Capped)31/10/2017659.93
Analytics Ci Managed Equity Fund A131/10/2017661.41
Analytics Ci Managed Equity Fund B31/10/2017661.08
Analytics Ci Managed Equity Fund C31/10/2017656.97
Analytics Ci Moderate Fund of Funds A31/10/2017413.97
Analytics Ci Moderate Fund of Funds A131/10/2017414.73
Analytics Ci Moderate Fund of Funds B31/10/2017414.50
Analytics Ci Moderate Fund of Funds C31/10/2017412.74
Analytics Ci Moderate Fund of Funds D31/10/2017412.32
Analytics Ci Moderate Fund of Funds E31/10/2017414.65
Analytics Ci Moderate Fund of Funds M31/10/2017415.17
Analytics Ci Worldwide Flexible Fund of Funds A31/10/2017732.14
Analytics Ci Worldwide Flexible Fund of Funds A131/10/2017754.81
Analytics Ci Worldwide Flexible Fund of Funds B31/10/2017751.70
Analytics Ci Worldwide Flexible Fund of Funds C31/10/2017691.35
Analytics Ci Worldwide Flexible Fund of Funds M31/10/2017758.66
APS Ci Cautious Fund of Funds A31/10/20171 585.32
APS Ci Cautious Fund of Funds A131/10/20171 586.03
APS Ci Cautious Fund of Funds B31/10/20171 581.63
APS Ci Cautious Fund of Funds X31/10/20171 584.16
APS Ci Equity Fund of Funds A31/10/20171 745.20
APS Ci Equity Fund of Funds A131/10/20171 751.17
APS Ci Equity Fund of Funds B31/10/20171 697.73
APS Ci Equity Fund of Funds X31/10/20171 749.49
APS Ci Global Flexible Feeder B31/10/2017106.27
APS Ci Managed Growth Fund of Funds A31/10/20172 157.32
APS Ci Managed Growth Fund of Funds B31/10/20172 143.12
APS Ci Managed Growth Fund of Funds X31/10/20172 159.48
APS Ci Managed Growth Funds of Funds A131/10/20172 159.92
APS Ci Moderate Fund of Funds A31/10/20171 927.52
APS Ci Moderate Fund of Funds A131/10/20171 930.63
APS Ci Moderate Fund of Funds B31/10/20171 917.76
APS Ci Moderate Fund of Funds X31/10/20171 927.64
AssetMix Ci Balanced Fund of Funds A31/10/2017108.99
AssetMix Ci Balanced Fund of Funds B31/10/2017108.95
AssetMix Ci Conservative Fund of Funds A31/10/2017105.85
AssetMix Ci Conservative Fund of Funds B31/10/2017105.84
AssetMix Ci Moderate Fund of Funds A31/10/2017108.27
AssetMix Ci Moderate Fund of Funds B31/10/2017108.36
Ci Alpha Fund B31/10/2017108.26
Ci Cautious Fund31/10/2017111.91
Ci Conservative Strategic Fund31/10/2017103.00
Ci Diversified Income Fund A31/10/2017103.01
Ci Diversified Income Fund B31/10/2017103.75
Ci Engineered Equity Core Fund31/10/2017100.39
Ci Equity Index Fund B31/10/2017133.87
Ci High Equity Strategic Fund31/10/2017103.39
Ci Managed Fund31/10/2017116.54
Ci Moderate Strategic Fund31/10/2017110.22
Ci Property Index Fund B31/10/2017142.66
Dynasty Ci Wealth Accumulator Fund of Funds A231/10/20171 815.44
Dynasty Ci Wealth Accumulator Fund of Funds B231/10/20171 089.91
Dynasty Ci Wealth Preserver Fund of Funds A231/10/20171 559.53
Dynasty Ci Wealth Preserver Fund of Funds B231/10/20171 093.64
Galileo Ci Balanced FOF A31/10/2017107.24
Galileo Ci Balanced FOF B31/10/2017107.28
Galileo Ci Growth FOF A31/10/2017107.53
Galileo Ci Growth FOF B31/10/2017107.57
Galileo Ci Guarded FOF A31/10/2017105.13
Galileo Ci Guarded FOF B31/10/2017104.76
Investhouse Ci Balanced Fund A31/10/2017107.55
Investhouse Ci Balanced Fund B31/10/2017107.59
Investhouse Ci Cautious Fund A31/10/2017105.28
Investhouse Ci Cautious Fund B31/10/2017105.29
Investhouse Ci Growth Fund A31/10/2017109.37
Investhouse Ci Growth Fund B31/10/2017109.39
Kruger Ci Balanced Fund of Funds A31/10/20172 123.11
Kruger Ci Balanced Fund of Funds B131/10/20172 122.37
Kruger Ci Balanced Fund of Funds B431/10/20172 102.47
Kruger Ci Equity Fund A31/10/20172 408.90
Kruger Ci Equity Fund B131/10/20172 402.84
Kruger Ci Equity Fund B431/10/20172 374.06
Kruger Ci Global Fund of Funds A31/10/20172 145.79
Kruger Ci Global Fund of Funds B131/10/20172 155.49
Kruger Ci Global Fund of Funds B431/10/20171 906.87
Kruger Ci Prudential Fund of Funds A31/10/20171 955.65
Kruger Ci Prudential Fund of Funds B131/10/20171 952.26
Kruger Ci Prudential Fund of Funds B431/10/20171 934.63
Moore Stephens Ci Balanced Fund of Funds A31/10/2017106.60
Moore Stephens Ci Balanced Fund of Funds B31/10/2017106.76
Moore Stephens Ci Growth Fund of Funds A31/10/2017108.51
Moore Stephens Ci Growth Fund of Funds B31/10/2017108.64
Moore Stephens Ci Stable Fund of Funds A31/10/2017105.55
Moore Stephens Ci Stable Fund of Funds B31/10/2017105.53
NFB Ci Balanced Fund of Funds A31/10/20171 761.98
NFB Ci Balanced Fund of Funds B31/10/20171 751.93
NFB Ci Balanced Fund of Funds C131/10/20171 763.97
NFB Ci Cautious Fund of Funds A31/10/20171 542.07
NFB Ci Cautious Fund of Funds B31/10/20171 539.94
NFB Ci Cautious Fund of Funds C131/10/20171 542.51
NFB Ci Equity Fund A31/10/20171 871.40
NFB Ci Equity Fund B131/10/20171 818.57
NFB Ci Equity Fund B231/10/20171 022.50
PFPS Ci Balanced Fund of Funds A31/10/2017110.51
PFPS Ci Balanced Fund of Funds B31/10/2017110.69
PFPS Ci Cautious Fund of Funds A31/10/2017108.62
PFPS Ci Cautious Fund of Funds B31/10/2017108.62
PFPS Ci Moderate Fund of Funds A31/10/2017110.00
PFPS Ci Moderate Fund of Funds B31/10/2017110.24
Quattro Ci Cautious Fund of Funds A31/10/2017108.50
Quattro Ci Cautious Fund of Funds B31/10/2017108.46
Quattro Ci Growth Fund of Funds A31/10/2017114.45
Quattro Ci Growth Fund of Funds B31/10/2017114.49
Quattro Ci Moderate Fund of Funds A31/10/2017111.22
Quattro Ci Moderate Fund of Funds B31/10/2017111.37
Quattro Ci Worldwide Flexible Fund of Funds A31/10/2017126.82
Quattro Ci Worldwide Flexible Fund of Funds B31/10/2017126.50
Roxburgh Ci Balanced FOF A31/10/2017108.27
Roxburgh Ci Balanced FOF B31/10/2017108.29
Roxburgh Ci Balanced Plus FOF A31/10/2017108.89
Roxburgh Ci Balanced Plus FOF B31/10/2017108.89
Roxburgh Ci Conservative FOF A31/10/2017107.04
Roxburgh Ci Conservative FOF B31/10/2017107.03
WWC Ci ALSI Beta Fund31/10/2017107.47

Multi-manager portfolios

Investhouse International (Pty) Ltd

Company Overview:

Investhouse International (Pty) Ltd FSP No 9201 is a boutique investment manager that provides discretionary investment management services to high net worth individuals in South Africa. Investhouse has been operating as an Investment Manager since 2004.

Key Staff

Jasper Lindeque – Managing Director & Co-Key Individual: Investhouse International

B Com (Law & Economics) LL B CFP

Jasper is a B Com LLB graduate of the University of Stellenbosch and an admitted attorney of the High Court of South Africa. He is also registered as a Certified Financial Planner (“CFP”) with the Financial Planning Institute of South Africa and has been involved in the wealth management and private banking industries since 1995.

During his corporate career he worked at Old Mutual, PWC (which became Advance Wealth) and later headed the wealth management divisions of RMB Private Bank and FNB Wealth where he also served on several executive and investment committees. In 2010 he joined national independent financial and investment adviser network FIRSTGLOBAL Group and FIRSTGLOBAL Asset Management (“FGAM”) as director until 2016 when Sanlam Investment Holdings acquired a substantial stake in the business. He is at present a director and shareholder of Investhouse International (Pty) Ltd (“Investhouse”), previously a member firm of the FIRSTGLOBAL Group and shareholder of FGAM.

Investhouse focuses on private client wealth and investment management solutions for high net worth individuals and partnered with Analytics Consulting, a leading independent investment consulting and asset management business, to insource specialised investment expertise and gain access to local and global investment funds solutions. Investhouse also provides wealth and investment management services on an exclusive basis to the high net worth client base of Grant Thornton (Pretoria).

Andries Kotzee – Director & Co-Key Individual: Investhouse International

Chief investment Officer: Analytics Consulting

BSc (Actuarial Science), CFA Charter Holder

Andries has been in the financial services industry for over 17 years, with the majority of this time spent in management roles. He joined Momentum (now MMI Holdings) as an actuarial assistant in 1999. He spent most of the next nine years in various product development and management roles, primarily within Momentum’s investment administration and management businesses.

In 2007 he became a CFA Charter holder and one year later joined Momentum Investment Consulting’s (previously RMB International) team in London, having transferred from the investment product development team of Momentum Wealth.

While in the United Kingdom, he was responsible for asset class and investment manager research, as well as the implementation of the firm’s investment strategy across a range of global portfolios – for Momentum and third-party clients. He also played an integral part in the asset allocation committee, and was a member of the business’s executive committee. In 2011 he relocated to South Africa where he represented Momentum Investments in the retail investment market. More recently he’s been managing Momentum Investments’ collective investment businesses as well. He has joined Analytics Consulting as their chief investment officer on 1 August 2015.

Bernard Van Wyk – Director: Investhouse International

Portfolio Manager: Portfolio Analytics Consulting

B Com (Mathematics) CFA Charter Holder

Bernard spent more than 10 years as an institutional investment consultant at various consulting teams (ABSA, Old Mutual and SEI). He advised large corporations and state owned enterprises on asset allocation policies and fund selection for their respective retirement funds.

Prior to joining Analytics, he spent 4 years at international wealth management group Stonehage Fleming where, as a director, he was responsible for investment strategy and research for their South African ultra-high net worth client base.

John Eckstein – Managing Director: Analytics Consulting

B Com LL B LL M (Tax law)

John spent seven years with Investec, mainly in Asset Management as a director of Investec Fund Managers and Investec Investment Management Services where he was responsible for product development, legal and compliance.

John also worked for Investec Treasury where he developed local and foreign investment structures. Prior to this he was in legal practice with Jacobs Robbertse Inc. He is at present responsible for the Analytics Group’s product development, legal and compliance.

Dr Lance Vogel – Head of Strategic Asset Allocation: Analytics

BSc (Hons) Masters (Sci) (UCT) Masters (Eng) (University of California) PhD (Wits)

Lance is the Chief Investment Officer of the Analytics Group and contributes to the strategic asset allocation decision-making process of investment portfolios. He was head of the Investec Analytics business for 3 years, responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring, SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction.

Lance was rated by Financial Mail and Finance Week as one of the top three derivate analysts for three years running. Before a career change took him into the world of finance, he was Chief Scientist at the Atomic Energy Corporation.

Bianca Dippenaar – Head of Operations

Analytics Consulting B Com CFP

Bianca is responsible for operations for Analytics Consulting. Bianca began her career in the financial services industry at RMB Asset Management in 1998 as part of the Direct Sales Call Centre team. She left the company ten years later as CEO of RMB Unit Trusts. She joined STANLIB in October 2008 as Director of Platform Business and was responsible for the running of the STANLIB LISP and part of the Management Company, including E-Commerce, Platform Solutions, Marketing and Communication, Retail Product Development and Intermediary Solutions business until April 2011.

Contact Us:

Tel No:                012 460 9464

Email:                   info@investhouse.co.za

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