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Date of inception: April 1967
A fund that will suit investors wanting the benefits of long-term investment in a managed portfolio of shares in major South African companies.
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The portfolio will normally be at least 90% invested in shares, selected mainly from the 100 largest listed South African companies.
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To achieve better returns than those of the average fund in the general equity category.
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Annualised returns for period ended December 1995:
1 yr 11.18% 10 yrs 18.99%
3 yrs 18.17% 15 yrs 20.25%
5 yrs 17.76% 20 yrs 22.99%
7 yrs 20.69% 25 yrs 19.84%
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DANA BECKER (B. Comm (Hons) RAU)
Dana joined UAL Merchant Bank in 1987 as an Investment Analyst specialising in Macro Economic and Industrial Research. In 1990 he was appointed as Portfolio Manager with the responsibility for a number of corporate retirement funds. Dana was appointed as Portfolio Manager for the UAL Blue Chip Growth Fund in October 1995 after having been responsible for the UAL Managed Fund since April 1993.
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