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see money differently NEDGROUP INVESTMENTS MULTI-MANAGER TEAM PROFILE

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see money differently

NEDGROUP INVESTMENTS

MULTI-MANAGER TEAM PROFILE

THENEDGROUP INVESTMENTS

INTERNATIONALMULTI-MANAGER TEAM

The Nedgroup Investments International Multi-Manager Team is comprised of nine investment professionals, with four based in Cape Town, South Africa, and five located in London, UK. The following gives brief biographies of

team members:

Nedgroup Investments Multi-Manager Fund Range 1

TREVOR GARVINTrevor takes overall responsibility for Nedgroup Investments’ Multi-Manager division. This business covers the on-going research and management of a range of South African and global multi-managed funds. In addition, the division offers independent investment consulting and specific fund research for approved fund lists. Prior to his current role, he served as a director of Edge Asset Management, following the merger of Edge and TMA Investment Products Services. Further experience includes consultancy work at Barra International, and lecturing in Economics and Finance at the University of Cape Town. Aside from his overall managerial role, Trevor is actively involved in the fund management of both the domestic and global funds, and sits on both Nedgroup Investments International Strategy Committee and International Investment Committee.

Investment experience and qualifications: 22 years industry experience. B.Com. (Honours) in Economics, M.Com in Finance, MBA, Chartered Alternative Investment Analyst (CAIA).

SEUGNET DE VILLIERSSeugnet has been an Investment Analyst in the Cape Town based team since November 2017. Her primary responsibilities include fund manager research and investment consulting. She joined Nedgroup Investments multi-management team in December 2014 as an Investment analyst, originally part of the team responsible for the overview and implementation of the Best of Breed philosophy. Seugnet started her career in 2009 as an quantitative analyst at RisCura, where she joined the Consulting team in July 2011 as an investment consultant in the institutional market.

Investment experience and qualifications: 9 years of industry experience, B.Com. (Honours) Financial Risk Management, Chartered Financial Analyst (CFA).

CAPE TOWN

Nedgroup Investments Multi-Manager Fund Range 2

CLEO MOTSHABI MOLEPOPrior to joining the investment industry, Cleo worked in various roles across a number of industries and gained valuable marketing experience which spurred her to enrolling for a B.Com degree in Marketing Management which she completed in 2011. The continuous exposure to investment management at Momentum Asset Management, where she started in 2010 as a Technical Marketing Specialist, saw her interest in investments grow; causing her to focus further on up-skilling herself. Cleo joins from Boutique Investment Partners where she was mentored in most facets of the business, while having a strong focus on manager research, asset allocation and investment consulting. Cleo joined the Nedgroup Investments Multi-Management team in September 2017 as an Investment Analyst. Her primary responsibilities include fund manager research and investment consulting.

Investment experience and qualifications: 7 years of industry experience, B.Com. (Marketing Management), Postgraduate Diploma in Financial Planning, Chartered Financial Analyst (CFA).

LEANDRA TEMMERSLeandra joined Nedgroup Investments in October 2018 as an investment analyst in the multi-management team based in Cape Town. Her primary responsibilities include the management of client relationships, performance reporting as well as a focus on digital platform projects. Leandra started her career in 2007 as a research analyst at Alpha Asset Management, gaining valuable experience in a fund of hedge fund business. She went on to join Investec Asset Management in 2012, moving from operations to the risk and performance team. Leandra holds a B.Com degree in Economics and Statistics from the University of Cape Town. Investment experience and qualifications: 11 years industry experience, B.Com (Economics & Statistics).

CAPE TOWN

Nedgroup Investments Multi-Manager Fund Range 3

ANDREW YEADONAndrew joined Nedgroup Investments in January 2012 as Head of Investments – London, following 11 years with Schroders Investment Management. During his time at Schroders he formed their Multi-Manager Team which saw the GBP130m of seed capital provided in 2003 grow to GBP1.6bn by 2011. Prior to joining Schroders, Andrew spent 12 years at Brinson Partners (now part of UBS) where he progressed from being a graduate trainee to Head of European Equity Strategy and Portfolio Construction.

At Nedgroup Investments his responsibilities include heading the London based Multi-Management Team, chairing the Nedgroup Investments International Strategy Committee, and co-chairing the International Investment Committee. Andrew is a member of the Board of Directors of Nedgroup Investment Advisors (UK) Limited.

Investment experience and qualifications: 30 years industry experience, BA (Honours) in Economics, Chartered Financial Analyst (CFA).

SIMON WATTSSimon joined Nedgroup Investments in May 2012 as a Senior Investment Analyst in London, focusing primarily on fund research and portfolio management. Prior to joining Nedgroup Investments, Simon worked as a Senior Investment Analyst at XL Group, a global insurance and reinsurance company, within their investment management division. Further experience includes working at UBS Investment Bank within their Economic Research department, as an Economist and Strategist, focusing on emerging European markets.

Investment experience and qualifications: 20 years of industry experience, BSc. (Honours) in Economics, MBA, Chartered Financial Analyst (CFA).

LONDON

Nedgroup Investments Multi-Manager Fund Range 4

SAVA CHRISTOVSava joined Nedgroup Investments in 2008 and is currently an Investment Analyst in London, focusing on international fund research, quantitative analysis and trading. Before joining Nedgroup Investments, Sava was an investment analyst with EC Capital, a London based corporate finance boutique, where he was involved in equity research and the structuring of private investments in public equities. He started his career in finance in 2004 with an internship at the London Stock Exchange.

Investment experience and qualifications: 13 years of industry experience, MBA, MA in International Relations.

MADHUSHREE AGARWALMadhushree joined Nedgroup Investments in December 2015 as an Investment Analyst in London, focusing on macroeconomic asset allocation and fund research. Madhushree holds an MSc in Investment and Wealth Management from Imperial College Business School and a first class BSc (Hons) degree in Banking and International Finance from Cass Business School. Previous experience includes internships at National Australia Bank and HSBC.

Investment experience and qualifications: 2 years of industry experience, BSc (Honours) in Banking and International Finance, MSc in Investment and Wealth Management.

ANKUSH JAINAnkush joined Nedgroup Investments in December 2015 as an Investment Analyst in London, focusing primarily on fund research, macroeconomic asset allocation, and quantitative analysis. He holds an MSc in Investment and Wealth Management from Imperial College Business School, and a BSc in Economics from the University of Southampton. Previous experience includes internships at Barclays, St. James’s Place and Vestra Wealth – as well as international internships in Australia and India.

Investment experience and qualifications: 2 years of industry experience, BSc (Honours) in Economics, MSc in Investment and Wealth Management.

LONDON

Nedgroup Investments Funds Plc (the Fund) is authorised in Ireland and regulated by the Central Bank of Ireland. The Fund is authorised in Ireland as an undertaking for collective investment in transferable securities pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 (S.I. No. 352 of 2011) as amended from time-to-time. The Investment Manager and Distributor is Nedgroup Investments (IOM) Limited, licensed by the Isle of Man Financial Services Authority to provide collective investment scheme services. This document is not intended for distribution to any person or entity who is a citizen or resident of any country or other jurisdiction where such distribution, publication, or use would be contrary to law or regulation. The Fund and certain of its Sub-Funds are recognised in accordance with Section 264 of the Financial Services and Markets Act 2000. UK investors should read the Appendix for UK Investors in conjunction with the Fund’s Prospectus which are available from the Investment Manager or facilities agent. www.nedgroupinvestments.com

The representative of the Fund in Switzerland is Hugo Fund Services SA, 6 Cours de Rive, 1204 Geneva. The Paying Agent in Switzerland is Banque Heritage SA. The distribution of Shares in Switzerland must exclusively be made to qualified investors. The statutory documents of the Fund, its prospectus and annual and semi-annual reports can be obtained free of charge from the Representative. The place of performance and jurisdiction for Shares in the Fund distributed in Switzerland are at the registered office of the Representative. The Fund has been recognised under paragraph 1 of Schedule 4 to the Collective Investment Schemes Act 2008 of the Isle of Man. Isle of Man investors are not protected by statutory compensation arrangements in respect of the Fund.

Nedgroup Collective Investments (RF) Proprietary Limited is the company that is authorised in terms of the Collective Investment Schemes Control Act to administer the Nedgroup Investments unit trust portfolios domiciled in South Africa. Unit trusts are generally medium to long term investments. The value of your investment may go down as well as up. Past performance is not necessarily a guide to future performance. Nedgroup Investments does not guarantee the performance of your investment and even if forecasts about the expected future performance are included you will carry the investment and market risk, which includes the possibility of losing capital. Unit trusts are traded at ruling prices and can engage in borrowing and scrip lending. Certain unit trust funds may be subject to currency fluctuations due to its international exposure. Nedgroup Investments has the right to close unit trust funds to new investors in order to manage it more efficiently. A feeder fund may only invest in another single unit trust fund that levy their own charges, which could result in a higher fee structure. A schedule of fees and charges and maximum commissions is available on request from Nedgroup Investments. This document is of a general nature and intended for information purposes only. Whilst we have taken all reasonable steps to ensure that the information in this document is accurate and current on an ongoing basis, Nedgroup Investments shall accept no responsibility or liability for any inaccuracies, errors or omissions relating to the information and topics covered in this document.

Edition: 2

CONTACT NEDGROUP INVESTMENTS MULTI-MANAGER

CALL 0860 123 263 if you call from South Africa

+27 21 416 6011 if you call from another country

EMAIL [email protected]

OUR OFFICES ARE LOCATED AT

SOUTH AFRICA Nedbank Clocktower, Clocktower Precinct V&A Waterfront, Cape Town, 8001

LONDON Millenium Bridge House, 2 Lambeth Hill London, EC4V 4GG

ISLE OF MAN First Floor, St Mary’s Court, 20 Hill Street, Douglas Isle of Man IM1 1EU

VISIT OUR WEBSITE AT

www.nedgroupinvestmentsmultimanager.com