Awards

Best Domestic Asset Allocation Prudential High & Medium Equity Fund

Raging Bull Awards 2013

We are proud to announce that Southern Charter was awarded top honours at the recent Raging Bull awards for both our medium and high equity multi -asset class funds, bearing testament to our unique asset-allocation process and multi-manager approach.

Both the Southern Charter Growth Fund and the Southern Charter Balanced Fund placed top of their class in the risk adjusted performers category over five years. The Southern Charter Growth Fund was awarded the best domestic Asset Allocation Prudential High-Equity Fund, while the Southern Charter Balanced Fund was named the best Domestic Asset Allocation Prudential Medium Equity Fund.

Southern Charter wins Raging Bull award for risk adjusted performance

When ranking the top performers on a risk-adjusted basis, the Raging Bull Awards make use of the PlexCrown system, which incorporates risk-adjusted returns and consistency of performance over five years.

The Southern Charter Growth Fund has an investment objective of CPI+7% and can allocate up to 75% in equities, while the Southern Charter Balanced Fund has an investment objective of CPI+5% and can allocate up to 60% in equities.

These funds are managed by CIO Ursula Maritz and CEO and founder of Southern Charter, Mark Thompson.

Ursula boasts a 25 year investment track record, having worked as a senior portfolio manager on multi-asset class funds at both OMAM and SMMI for many years. She was also Co-Head of Asset Allocation at SMMI and gained investment experience at Foord Asset Management.

Mark was key in setting up the Southern Charter range of risk adjusted funds more and is extensively involved in the award-winning investment strategies of these funds.

A large part of the success of our funds can be attributed to the asset-allocation process we follow. . At Southern Charter, we actively manage the tactical asset allocation of these funds based on the relative valuation of the major asset classes combined with in-depth analysis of the investment environment.  We also add alpha through combining the most appropriate managers for the prevailing investment climate.

As a rule, we generally prefer owner- managed boutiques with highly experienced teams and assets under management that don’t limit their investment opportunities.  Our multi-manager approach enables us to research, select and monitor independent fund managers who we believe can outperform over the long term. Our sustained performance is testament to the soundness of this philosophy; and is in line with our strategy to deliver market beating risk-adjusted returns to clients across our entire range of funds.