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Fund Name Value Date Price (cpu)
1st Fusion Ci Div Growth F A21/09/2017107.18
1st Fusion Ci Div Growth F B21/09/2017107.34
1st Fusion Ci Guarded Fund A21/09/2017104.90
1st Fusion Ci Guarded Fund B21/09/2017104.92
1st Fusion Ci Guarded Fund B121/09/2017104.96
1st Fusion Ci Temperate Fund A21/09/2017106.24
1st Fusion Ci Temperate Fund B21/09/2017106.26
1st Fusion Ci Temperate Fund B121/09/2017106.33
Analytics Ci Balanced Fund of Funds A (Capped)21/09/2017655.22
Analytics Ci Balanced Fund of Funds A121/09/2017655.94
Analytics Ci Balanced Fund of Funds B21/09/2017655.77
Analytics Ci Balanced Fund of Funds C21/09/2017651.28
Analytics Ci Balanced Fund of Funds D21/09/2017650.55
Analytics Ci Balanced Fund of Funds E21/09/2017655.93
Analytics Ci Balanced Fund of Funds M21/09/2017656.75
Analytics Ci Cautious Fund of Funds A (Capped)21/09/2017240.72
Analytics Ci Cautious Fund of Funds A121/09/2017241.01
Analytics Ci Cautious Fund of Funds B21/09/2017240.93
Analytics Ci Cautious Fund of Funds C21/09/2017240.24
Analytics Ci Cautious Fund of Funds D21/09/2017240.15
Analytics Ci Cautious Fund of Funds E21/09/2017240.99
Analytics Ci Cautious Fund of Funds M21/09/2017241.29
Analytics Ci Managed Equity Fund A (Capped)21/09/2017629.99
Analytics Ci Managed Equity Fund A121/09/2017630.89
Analytics Ci Managed Equity Fund B21/09/2017630.69
Analytics Ci Managed Equity Fund C21/09/2017628.03
Analytics Ci Moderate Fund of Funds A21/09/2017401.30
Analytics Ci Moderate Fund of Funds A121/09/2017401.79
Analytics Ci Moderate Fund of Funds B21/09/2017401.65
Analytics Ci Moderate Fund of Funds C21/09/2017400.51
Analytics Ci Moderate Fund of Funds D21/09/2017400.18
Analytics Ci Moderate Fund of Funds E21/09/2017401.74
Analytics Ci Moderate Fund of Funds M21/09/2017401.99
Analytics Ci Worldwide Flexible Fund of Funds A21/09/2017685.96
Analytics Ci Worldwide Flexible Fund of Funds A121/09/2017706.75
Analytics Ci Worldwide Flexible Fund of Funds B21/09/2017703.98
Analytics Ci Worldwide Flexible Fund of Funds C21/09/2017648.39
Analytics Ci Worldwide Flexible Fund of Funds M21/09/2017709.97
APS Ci Cautious Fund of Funds A21/09/20171 573.72
APS Ci Cautious Fund of Funds A121/09/20171 575.43
APS Ci Cautious Fund of Funds B21/09/20171 567.41
APS Ci Cautious Fund of Funds X21/09/20171 573.08
APS Ci Equity Fund of Funds A21/09/20171 657.14
APS Ci Equity Fund of Funds A121/09/20171 661.98
APS Ci Equity Fund of Funds B21/09/20171 614.18
APS Ci Equity Fund of Funds X21/09/20171 660.80
APS Ci Global Flexible Feeder B21/09/201799.66
APS Ci Managed Growth Fund of Funds A21/09/20172 068.35
APS Ci Managed Growth Fund of Funds B21/09/20172 057.44
APS Ci Managed Growth Fund of Funds X21/09/20172 069.90
APS Ci Managed Growth Funds of Funds A121/09/20172 069.81
APS Ci Moderate Fund of Funds A21/09/20171 864.80
APS Ci Moderate Fund of Funds A121/09/20171 866.88
APS Ci Moderate Fund of Funds B21/09/20171 857.79
APS Ci Moderate Fund of Funds X21/09/20171 864.45
AssetMix Ci Balanced Fund of Funds A21/09/2017105.45
AssetMix Ci Balanced Fund of Funds B21/09/2017105.40
AssetMix Ci Conservative Fund of Funds A21/09/2017104.68
AssetMix Ci Conservative Fund of Funds B21/09/2017104.69
AssetMix Ci Moderate Fund of Funds A21/09/2017105.24
AssetMix Ci Moderate Fund of Funds B21/09/2017105.33
Ci Alpha Fund B21/09/2017103.04
Ci Cautious Fund21/09/2017110.71
Ci Conservative Strategic Fund21/09/2017103.29
Ci Diversified Income Fund A21/09/2017104.30
Ci Diversified Income Fund B21/09/2017105.07
Ci Engineered Equity Core Fund21/09/201795.97
Ci Equity Index Fund B21/09/2017127.11
Ci High Equity Strategic Fund21/09/2017100.13
Ci Managed Fund21/09/2017112.72
Ci Moderate Strategic Fund21/09/2017107.48
Ci Property Index Fund B21/09/2017143.73
Dynasty Ci Wealth Accumulator Fund of Funds A221/09/20171 710.69
Dynasty Ci Wealth Accumulator Fund of Funds B221/09/20171 026.96
Dynasty Ci Wealth Preserver Fund of Funds A221/09/20171 515.66
Dynasty Ci Wealth Preserver Fund of Funds B221/09/20171 062.96
Galileo Ci Balanced FOF A21/09/2017104.40
Galileo Ci Balanced FOF B21/09/2017104.43
Galileo Ci Growth FOF A21/09/2017104.10
Galileo Ci Growth FOF B21/09/2017104.12
Galileo Ci Guarded FOF A21/09/2017104.46
Galileo Ci Guarded FOF B21/09/2017104.10
Investhouse Ci Balanced Fund A21/09/2017103.60
Investhouse Ci Balanced Fund B21/09/2017103.63
Investhouse Ci Cautious Fund A21/09/2017104.07
Investhouse Ci Cautious Fund B21/09/2017104.08
Investhouse Ci Growth Fund A21/09/2017103.56
Investhouse Ci Growth Fund B21/09/2017103.58
Kruger Ci Balanced Fund of Funds A21/09/20172 050.96
Kruger Ci Balanced Fund of Funds B121/09/20172 050.21
Kruger Ci Balanced Fund of Funds B421/09/20172 034.68
Kruger Ci Equity Fund A21/09/20172 284.07
Kruger Ci Equity Fund B121/09/20172 278.33
Kruger Ci Equity Fund B421/09/20172 255.13
Kruger Ci Global Fund of Funds A21/09/20172 000.73
Kruger Ci Global Fund of Funds B121/09/20172 009.64
Kruger Ci Global Fund of Funds B421/09/20171 781.07
Kruger Ci Prudential Fund of Funds A21/09/20171 941.84
Kruger Ci Prudential Fund of Funds B121/09/20171 938.63
Kruger Ci Prudential Fund of Funds B421/09/20171 916.74
Moore Stephens Ci Balanced Fund of Funds A21/09/2017104.21
Moore Stephens Ci Balanced Fund of Funds B21/09/2017104.37
Moore Stephens Ci Growth Fund of Funds A21/09/2017105.61
Moore Stephens Ci Growth Fund of Funds B21/09/2017105.73
Moore Stephens Ci Stable Fund of Funds A21/09/2017104.92
Moore Stephens Ci Stable Fund of Funds B21/09/2017104.91
NFB Ci Balanced Fund of Funds A21/09/20171 691.55
NFB Ci Balanced Fund of Funds B21/09/20171 685.10
NFB Ci Balanced Fund of Funds C121/09/20171 692.84
NFB Ci Cautious Fund of Funds A21/09/20171 524.76
NFB Ci Cautious Fund of Funds B21/09/20171 519.00
NFB Ci Cautious Fund of Funds C121/09/20171 525.93
NFB Ci Equity Fund A21/09/20171 781.73
NFB Ci Equity Fund B121/09/20171 734.55
NFB Ci Equity Fund B221/09/2017973.44
PFPS Ci Balanced Fund of Funds A21/09/2017106.19
PFPS Ci Balanced Fund of Funds B21/09/2017106.36
PFPS Ci Cautious Fund of Funds A21/09/2017107.35
PFPS Ci Cautious Fund of Funds B21/09/2017107.36
PFPS Ci Moderate Fund of Funds A21/09/2017106.35
PFPS Ci Moderate Fund of Funds B21/09/2017106.58
Quattro Ci Cautious Fund of Funds A21/09/2017107.62
Quattro Ci Cautious Fund of Funds B21/09/2017107.58
Quattro Ci Growth Fund of Funds A21/09/2017110.75
Quattro Ci Growth Fund of Funds B21/09/2017110.78
Quattro Ci Moderate Fund of Funds A21/09/2017108.48
Quattro Ci Moderate Fund of Funds B21/09/2017108.61
Quattro Ci Worldwide Flexible Fund of Funds A21/09/2017118.60
Quattro Ci Worldwide Flexible Fund of Funds B21/09/2017118.30
Roxburgh Ci Balanced FOF A21/09/2017105.33
Roxburgh Ci Balanced FOF B21/09/2017105.34
Roxburgh Ci Balanced Plus FOF A21/09/2017105.43
Roxburgh Ci Balanced Plus FOF B21/09/2017105.43
Roxburgh Ci Conservative FOF A21/09/2017105.79
Roxburgh Ci Conservative FOF B21/09/2017105.79
WWC Ci ALSI Beta Fund21/09/2017101.79

Multi-manager portfolios

Roxburgh Asset Management

Company Overview:

Although Roxburgh Asset Management is a relatively young business within the Roxburgh Group, the Roxburgh Group has been in existence for more than 29 years. The Roxburgh Board of Directors has in excess of 160 years combined experience in the provision of financial services to clients in South Africa.

Key Staff

Russell Sachs – Managing. CFP Practitioner
Russell is an independent CERTIFIED FINANCIAL PLANNER® practitioner, also known as a CFP® practitioner and has been practicing since 1 August 1990. The CFP® designation is the highest professional designation one can achieve within financial planning.

Russell is a member of the professional body of financial planning, the Financial Planning Institute of South Africa (FPI). He joined Roxburgh Trust in 2003 as a director and full partner.
Russell believes in implementing a holistic approach towards Lifetime Financial Planning and when providing financial guidance.

This approach involves a process that evaluates the client’s financial needs, objectives and desires in all areas of life and he makes use of the acclaimed Spotlight analysis software to provide comprehensive financial planning reports.
Russell takes on client portfolios and wealth management with extreme personal interest and attention to detail. He has a personal interest in wealth and asset management and the market factors affecting his clients’ portfolios.

Adv Pieter Norval – AFP Professional, B Luris. LLB
Pieter Norval studied law at the University of the Orange Free State and is also an admitted advocate of the High Court of South Africa.

He started his career in the financial services industry as a legal advisor with Old Mutual where he specialised in wills and trusts.

Pieter founded a small financial services company, Joshua House (PTY) Ltd in 1995 and after four years of successful independent financial planning he joined Roxburgh Trust as a director and shareholder in January 1999.

Clinton Van Coller – BVSc (Pret)
Certificate in Financial Planning (Milpark Business School); AFP™ professional
Clinton gained a Bachelor of Veterinary Science in 1985 from the University of Pretoria, and was a successful veterinary practitioner in private practice until 1999.

He successfully completed a Franchise Development Program with Liberty Life in 2000, which gave him entrance into the fascinating world of personal finance and wealth management.

Clinton joined Roxburgh Trust in 2001 as an Associate Financial Planner and holds a Certificate in Financial Planning from the Milpark Business School. He takes tremendous personal interest in his client’s financial affairs and pays meticulous attention to their personal portfolios and wealth management.

Clinton has a special interest in asset management and the market factors affecting his clients’ portfolios.

In his spare time, Clinton finds relaxation in cycling and playing golf. He is an avid reader of most literary subjects, with however a special interest in history, politics and philosophy. Over and above that, his 3 children keep him very busy and out of trouble.

Glen du Toit – CFP Practitioner
Glen is an independent CERTIFIED FINANCIAL PLANNER® practitioner, also known as a CFP® practitioner, and has been practicing since 1996. He has 18 years of Financial Services experience and joined Roxburgh Trust in 2006. In September 2011 Glen graduated from the Wits Business School’s Certificate Programme in Leadership Development. After hours Glen enjoys cycling, watching sport, reading, gardening and DIY at home.

Rob Tippett – CFP Practitioner
Rob Tippet is an independent CERTIFIED FINANCIAL PLANNER® practitioner, also known as a CFP® practitioner, and has been practicing since April 1983 (over 30 years).

He gained a Diploma in Financial Planning from Liberty Life (top of the class) and is also a member of the professional body of financial planning, the Financial Planning Institute of South Africa (FPI).

In September 2011 Rob graduated from the Wits Business School’s Certificate Programme in Leadership Development

Rob started his career at Liberty Life in 1983 and left the company to become the co-founder of an independent firm called HTW Financial Services in 1991.

He joined Roxburgh Trust in 2003 as a director and shareholder and apart from his financial planning duties; he also holds the position of Financial Director.

Rob uses the holistic concept of Lifetime Financial Planning to provide advice, a process that uses the client’s financial needs, objectives and desires in all areas of life.

In addition he makes use of the acclaimed Spotlight analysis software to provide comprehensive financial planning reports.

Colin Resnik – CFP Practitioner

Colin is a CERTIFIED FINANCIAL PLANNER® practitioner, also known as a CFP® practitioner and has experience in the field of financial planning, investment and asset management since 1992.

He joined his late father in a successful financial planning practice in 1992, thereafter joining Roxburgh Trust as a Shareholder and Director in 2002.

Colin attained a post graduate Certified Financial Planning qualification from the University of Orange Free State in 2001 as well as a post graduate diploma in Investment analysis and Portfolio management from the University of Johannesburg in 2007.

Colin’s main focus and passion is to assist and advise his clients to become:

  • Financially astute
  • Financially secure and to
  • Acquire a greater understanding of the workings of the financial markets by means of education awareness.

Duncan Band, BCom hon., CFP®

Duncan holds a BComm in Financial Accounting from Stellenbosch University, a BCTA from Rand Afrikaans University, and qualified as a Certified Financial Planning Practioner® at the University of the Free State. He has been working in financial services for 12 years, and joined Roxburgh Trust in 2014.

He has worked in large corporates and small businesses, with this diverse experience giving him deep insight and understanding of the wide range of products in the marketplace. His well-established platform of knowledge positions him to offer well-rounded and insightful advice to his clients.

Duncan is passionate about helping his clients create wealth and financial stability, making sure that they understand their own products and investments and enjoy the pace of mind that comes with a financial plan that has financial freedom as its end goal.

Contact Us:
Tel No: 011 442 2100
Email: info@roxburgh.co.za
Website: www.roxburgh.co.za

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