DETON PRIME BALANCED FOF
Fund Objective
The investment objective of the Deton Prime Balanced FoF is to utilise an active investment management process to achieve a combination of income generation and long term capital growth and which will tend to display average volatility.
Investment Strategy
The Deton Prime Balanced FoF is a moderate investment solution on the risk spectrum which aims at maximising long-term returns while taking cognisance of short term downside risk.
Capital Preservation
The fund has a capital preservation focus, with an asset allocation strategy that seeks to minimise the risk of drawdown.
Managed Satellites
The fund invests in equities, bonds, properties and cash and uses a passive core and actively managed satellites as it seeks to establish a risk controlled investment solution while aiming at outperformance in the longer term.
Low Cost Philosophy
While the fund subscribes to a low cost philosophy, it also makes use of well researched skilled active managers as satellite to the beta core.
“The Deton Prime co-named funds (as defined in BN 778 of 2011) are registered under the Prime Collective Investment Scheme, managed by Prime Collective Investment Schemes Management Company (RF) (Pty) Ltd (“Prime CIS”) (Registration No. 2005/017098/07), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’). Deton Private Health (Pty) Ltd is the FSCA approved and appointed investment manager of the co-named CIS funds.”
Bob started in the financial industry in 1986, after which he co-founded a financial advisory company in 1987 with two other partners, and built a successful, innovative company that revolutonised the industry in the early days. In 2013 he decided it was time to move on and start a company where he could have a more “Family” orientated business, bringing his sons into the game.
Esther started with Deton in 2014, and since then she has brought nothing but sunshine and happiness within the company. From the minute she walks through the doors to the time she leaves there is never a frown on her face, she is always talking to everyone and has the most energy in the office.
Nerisha is the doyen of the Deton Group and has been in the financial industry for over 25 years. She started her journey with Bob in 2007 at his previous company and later moved with him to Deton in 2013. Nerisha, who every client knows by name (and calls on her cell just to chat), has a personal relationship with the Deton clients. Nerisha brings her own blend of energy to the company – she is always that person to talk to if you have a problem and says it as it is!!
Nicolas joined with Deton in 2014 and came in to assist on the administrative side of Deton. Prior to Deton he worked in the forensic unit in the banking sector, where he completed his studies in 2018. Since he has been with Deton, he has passed his Financial Concepts exam through Milpark education and intends to further his studies within the industry. Nico is never scared to take on a challenge and always has a smile on his face and a positive attitude when dealing with our clients. Nicolas has a passion for his work (and Soccer) and brings a positive energy with him as soon as he walks through the door. There is never a dull moment when Nico is in the room and always making someone laugh.
