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Fund Name Value Date Price (cpu)
1st Fusion Ci Div Growth F A18/12/2017 107.83
1st Fusion Ci Div Growth F B18/12/2017 107.97
1st Fusion Ci Guarded Fund A18/12/2017 103.57
1st Fusion Ci Guarded Fund B18/12/2017 103.60
1st Fusion Ci Guarded Fund B118/12/2017 103.63
1st Fusion Ci Temperate Fund A18/12/2017 106.64
1st Fusion Ci Temperate Fund B18/12/2017 106.67
1st Fusion Ci Temperate Fund B118/12/2017 106.71
Analytics Ci Balanced Fund of Funds A (Capped)17/11/2017 686.63
Analytics Ci Balanced Fund of Funds A117/11/2017 688.00
Analytics Ci Balanced Fund of Funds B17/11/2017 687.64
Analytics Ci Balanced Fund of Funds C17/11/2017 681.52
Analytics Ci Balanced Fund of Funds D17/11/2017 680.58
Analytics Ci Balanced Fund of Funds E17/11/2017 687.93
Analytics Ci Balanced Fund of Funds M17/11/2017 689.40
Analytics Ci Cautious Fund of Funds A (Capped)17/11/2017 243.18
Analytics Ci Cautious Fund of Funds A117/11/2017 243.34
Analytics Ci Cautious Fund of Funds B17/11/2017 243.30
Analytics Ci Cautious Fund of Funds C17/11/2017 242.90
Analytics Ci Cautious Fund of Funds D17/11/2017 242.85
Analytics Ci Cautious Fund of Funds E17/11/2017 243.33
Analytics Ci Cautious Fund of Funds M17/11/2017 243.51
Analytics Ci Managed Equity Fund A (Capped)18/12/2017 647.64
Analytics Ci Managed Equity Fund A118/12/2017 649.72
Analytics Ci Managed Equity Fund B18/12/2017 649.25
Analytics Ci Managed Equity Fund C18/12/2017 643.67
Analytics Ci Moderate Fund of Funds A17/11/2017 415.54
Analytics Ci Moderate Fund of Funds A117/11/2017 416.42
Analytics Ci Moderate Fund of Funds B17/11/2017 416.15
Analytics Ci Moderate Fund of Funds C17/11/2017 414.13
Analytics Ci Moderate Fund of Funds D17/11/2017 413.68
Analytics Ci Moderate Fund of Funds E17/11/2017 416.33
Analytics Ci Moderate Fund of Funds M17/11/2017 416.96
Analytics Ci Worldwide Flexible Fund of Funds A17/11/2017 730.82
Analytics Ci Worldwide Flexible Fund of Funds A117/11/2017 753.64
Analytics Ci Worldwide Flexible Fund of Funds B17/11/2017 750.48
Analytics Ci Worldwide Flexible Fund of Funds C17/11/2017 689.81
Analytics Ci Worldwide Flexible Fund of Funds M17/11/2017 757.68
APS Ci Cautious Fund of Funds A17/11/20171 586.20
APS Ci Cautious Fund of Funds A117/11/20171 587.26
APS Ci Cautious Fund of Funds B17/11/20171 581.63
APS Ci Cautious Fund of Funds X17/11/20171 585.22
APS Ci Equity Fund of Funds A17/11/20171 759.25
APS Ci Equity Fund of Funds A117/11/20171 765.65
APS Ci Equity Fund of Funds B17/11/20171 710.44
APS Ci Equity Fund of Funds X17/11/20171 763.77
APS Ci Global Flexible Feeder B17/11/2017 105.39
APS Ci Managed Growth Fund of Funds A17/11/20172 168.38
APS Ci Managed Growth Fund of Funds B17/11/20172 152.91
APS Ci Managed Growth Fund of Funds X17/11/20172 170.78
APS Ci Managed Growth Funds of Funds A117/11/20172 171.46
APS Ci Moderate Fund of Funds A17/11/20171 932.87
APS Ci Moderate Fund of Funds A117/11/20171 936.41
APS Ci Moderate Fund of Funds B17/11/20171 922.02
APS Ci Moderate Fund of Funds X17/11/20171 933.21
AssetMix Ci Balanced Fund of Funds A17/11/2017 109.11
AssetMix Ci Balanced Fund of Funds B17/11/2017 109.07
AssetMix Ci Conservative Fund of Funds A17/11/2017 105.71
AssetMix Ci Conservative Fund of Funds B17/11/2017 105.71
AssetMix Ci Moderate Fund of Funds A17/11/2017 108.28
AssetMix Ci Moderate Fund of Funds B17/11/2017 108.37
Ci Alpha Fund B18/12/2017 102.71
Ci Cautious Fund18/12/2017 111.41
Ci Conservative Strategic Fund18/12/2017 105.55
Ci Diversified Income Fund A18/12/2017 103.47
Ci Diversified Income Fund B18/12/2017 104.18
Ci Engineered Equity Core Fund18/12/2017 106.18
Ci Equity Index Fund B18/12/2017 132.72
Ci High Equity Strategic Fund18/12/2017 106.84
Ci Managed Fund18/12/2017 114.63
Ci Moderate Strategic Fund18/12/2017 113.73
Ci Property Index Fund B18/12/2017 149.02
Dynasty Ci Wealth Accumulator Fund of Funds A217/11/20171 842.52
Dynasty Ci Wealth Accumulator Fund of Funds B217/11/20171 106.19
Dynasty Ci Wealth Preserver Fund of Funds A217/11/20171 570.03
Dynasty Ci Wealth Preserver Fund of Funds B217/11/20171 101.03
Galileo Ci Balanced FOF A17/11/2017 108.70
Galileo Ci Balanced FOF B17/11/2017 108.74
Galileo Ci Growth FOF A17/11/2017 109.59
Galileo Ci Growth FOF B17/11/2017 109.63
Galileo Ci Guarded FOF A17/11/2017 105.94
Galileo Ci Guarded FOF B17/11/2017 105.56
Investhouse Ci Balanced Fund A17/11/2017 108.26
Investhouse Ci Balanced Fund B17/11/2017 108.30
Investhouse Ci Cautious Fund A17/11/2017 105.77
Investhouse Ci Cautious Fund B17/11/2017 105.78
Investhouse Ci Growth Fund A17/11/2017 109.40
Investhouse Ci Growth Fund B17/11/2017 109.42
Kruger Ci Balanced Fund of Funds A17/11/20172 128.33
Kruger Ci Balanced Fund of Funds B117/11/20172 127.60
Kruger Ci Balanced Fund of Funds B417/11/20172 106.03
Kruger Ci Equity Fund A17/11/20172 437.51
Kruger Ci Equity Fund B117/11/20172 431.38
Kruger Ci Equity Fund B417/11/20172 400.41
Kruger Ci Global Fund of Funds A17/11/20172 140.08
Kruger Ci Global Fund of Funds B117/11/20172 149.80
Kruger Ci Global Fund of Funds B417/11/20171 900.41
Kruger Ci Prudential Fund of Funds A17/11/20171 952.51
Kruger Ci Prudential Fund of Funds B117/11/20171 949.18
Kruger Ci Prudential Fund of Funds B417/11/20171 930.09
Moore Stephens Ci Balanced Fund of Funds A17/11/2017 106.33
Moore Stephens Ci Balanced Fund of Funds B17/11/2017 106.49
Moore Stephens Ci Growth Fund of Funds A17/11/2017 108.34
Moore Stephens Ci Growth Fund of Funds B17/11/2017 108.47
Moore Stephens Ci Stable Fund of Funds A17/11/2017 105.47
Moore Stephens Ci Stable Fund of Funds B17/11/2017 105.46
NFB Ci Balanced Fund of Funds A17/11/20171 773.20
NFB Ci Balanced Fund of Funds B17/11/20171 761.68
NFB Ci Balanced Fund of Funds C117/11/20171 775.49
NFB Ci Cautious Fund of Funds A17/11/20171 542.35
NFB Ci Cautious Fund of Funds B17/11/20171 539.00
NFB Ci Cautious Fund of Funds C117/11/20171 543.04
NFB Ci Worldwide Flexible Fund A18/12/20171 720.52
NFB Ci Worldwide Flexible Fund B118/12/20171 668.32
NFB Ci Worldwide Flexible Fund B218/12/2017 940.14
PFPS Ci Balanced Fund of Funds A17/11/2017 111.20
PFPS Ci Balanced Fund of Funds B17/11/2017 111.39
PFPS Ci Cautious Fund of Funds A17/11/2017 108.82
PFPS Ci Cautious Fund of Funds B17/11/2017 108.83
PFPS Ci Moderate Fund of Funds A17/11/2017 110.58
PFPS Ci Moderate Fund of Funds B17/11/2017 110.83
Quattro Ci Cautious Fund of Funds A17/11/2017 108.42
Quattro Ci Cautious Fund of Funds B17/11/2017 108.38
Quattro Ci Growth Fund of Funds A17/11/2017 114.51
Quattro Ci Growth Fund of Funds B17/11/2017 114.55
Quattro Ci Moderate Fund of Funds A17/11/2017 111.03
Quattro Ci Moderate Fund of Funds B17/11/2017 111.18
Quattro Ci Worldwide Flexible Fund of Funds A17/11/2017 126.55
Quattro Ci Worldwide Flexible Fund of Funds B17/11/2017 126.24
Roxburgh Ci Balanced FOF A17/11/2017 108.26
Roxburgh Ci Balanced FOF B17/11/2017 108.28
Roxburgh Ci Balanced Plus FOF A17/11/2017 109.04
Roxburgh Ci Balanced Plus FOF B17/11/2017 109.05
Roxburgh Ci Conservative FOF A17/11/2017 106.86
Roxburgh Ci Conservative FOF B17/11/2017 106.85
WWC Ci ALSI Beta Fund17/11/2017 109.77

Multi-manager portfolios

Quattro Fund Managers (Pty) Ltd

Company Overview:

The Quattro Group was established in 2004. The Group comprises separate FSPs offering clients service across financial planning and investment advice, short term insurance, pension and provident funds, medical aid and accounting services.

Quattro has offices in Durban and Cape Town and there are currently 48 advisors in the business.

Quattro manages a range of Collective investment Scheme portfolios that allow them to effectively manage client portfolios, underpinned by a rigorous investment process and philosophy.  This allows Quattro to implement their investment decision in the most efficient way in the best interest of their clients.

Quattro’s management team and investment committee members are Gary Watkins, Brett Bartlett and Gary Bartlett.

Gary Bartlett, Managing Director: Quattro

Qualifications: B Com (Hons)

Gary achieved his BCom (1983) and BCom (Hons) Economics (1992) at the University of UKZN. His career kicked off at Standard Trust and then S A Sugar in 1986. From there he progressed to Ithala Finance as Financial Consultant (1989 – 1995) and Investec Bank as Private Banker (1995 – 2004). Thereafter he joined Brett and Gary Watkins in their venture as a Momentum franchise fulfilling his role as Managing Director of Quattro Cape as well as heading up the Fund Managers division in Durban and becoming part of the fastest growing franchise in South Africa.

Brett Bartlett, Joint CEO: Quattro

Education: Scottburgh High (Matriculated 1984);Tertiary Education: NQF5 (Certificate in Financial Planning) 2006-2009 (Milpark);Current Studies: NQF6 (National Certificate in Financial Planning) 2013 – current (Milpark)

Work Experience:

2004 – current Quattro (Joint CEO)

1998 – 2004 Avant-Garde Financial Services / Liberty (Financial Advisor / Manager)

1989 – 1998  Self Employed (Director)

1987 – 1989  Checkers (Sales Manager)

Brett Bartlett is an incredibly ethical, astute and entrepreneurial businessman. He has extremely strong managerial and leadership skills and a profound understanding of business in all its divergent aspects. It is through these skills that he has steered Quattro, as the Company’s Joint Chief Executive Officer (CEO), to such heights.

He is recognised as a prominent figure in the Financial Services Industry, partly, though not solely, due to his immense Industry knowledge. He began his career with a retail food chain and then went on to own a string of small businesses.

In early 1997 he was enticed into the financial services industry and progressed rapidly into a managerial position, handling both recruitment and sales, where he truly found his niche. In 2004 hepartnered with Gary Watkins and started Momentum’s Franchise division and now owns five financial services companies, namely Quattro Life, Quattro Sure (short term), QuattroMed (health), Quattro Fund Managers (Pension Funds & Investments), and Quattro Accounts (Tax & Accounting).

Gary Robert Francis Watkins

Joint CEO: Quattro

Education: Pinetown Boys High (Matriculated 1990);Tertiary Education: NQF5 (Certificate in Financial Planning) 2006-2009 Milpark; Current Studies: NQF6 (National Certificate in Financial Planning) 2013 – current Milpark

Work Experience:

2004 – current Quattro (Joint CEO)

1997 – 2004 Avant-Garde Financial Services / Liberty (Financial Advisor)

Gary started in business at age 17 as a young entrepreneur. He qualified as a (CRS) Certified Real Estate Specialist while working in the Real Estate Industry and at the age of 24 he was appointed as a Director of The Institute of Estate Agents. In 1997 Gary joined the Liberty Group as an advisor and soon afterwards assisted in the establishment of Frontline Financial Advisors, a Liberty Life franchise. Frontline eventually merged with another Liberty franchise, Avant-Garde Financial Services where he remained until 2004.

Gary is currently the Joint CEO and Founder of The Quattro Group. He is a key individual who is involved in management, training, and recruitment within the group. Gary together with Brett Bartlett and the management team a Quattro have grown The Quattro Group to a significant player in the Financial Services Industry. Gary specializes in Business Assurance, Pension Reform and Estate and Personal Financial Planning.

Gary started Momentum’s Franchise division in 2004 and he currently owns five companies in the financial services industry namely, Quattro Life, Quattro Sure (short term), QuattroMed (health), Quattro Fund Managers (Pension Funds & Investments), and Quattro Accounts (Tax, Accounting and F.D. Services).

Gary enjoys working with other entrepreneurs securing their business risks and helping them structure their business financial plans. Aspects he addresses are namely: Investing their capital to create wealth, putting measures in place to protect their wealth, structuring business continuity plans, staff retention plans, contingent liability plans, Keyman cover and exit strategies to name a few.

Contact Us:

Tel No:                031 242 5100

Email:                  quattro@qfg.co.za

Website:              www.qfg.co.za

 

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