SELECT FR ENHANCED CORE BALANCED FUND Managed in partnership with 10X
Background
10X Investments is an independent South African investment manager with a track record spanning more than 16 years. The firm manages in excess of R50 billion across a range of investment products and serves clients through its intermediary, direct-to-consumer and employee benefits channels. 10X specialises in outcome-based investment solutions and focuses on disciplined portfolio construction, efficient implementation and helping investors achieve their long-term financial goals.
Investment Philosophy and Process
The Select FR Enhanced Core Balanced Fund may invest across local and international asset classes using factor-based, passive and enhanced index strategies. Asset allocation is guided by long-term risk premia, macroeconomic considerations and fundamental valuations, with strategic and tactical positioning determined by the manager. The portfolio is subject to a maximum equity exposure of 75% of net asset value and may invest in listed and unlisted financial instruments.
10X’s investment philosophy centres on strategic asset allocation, diversification and cost efficiency. The investment process focuses on allocating capital across asset classes, managing downside risk through broad diversification, and maintaining efficient implementation and low investment costs. This disciplined and repeatable process is designed to deliver reliable, inflation-beating long-term outcomes.
CORE INVESTMENT TEAM
Chris Rule
Chris Eddy
Stuart Wocke
| Team member | Position | Qualifications | Years’ experience |
|---|---|---|---|
|
Chris Rule |
Head of Investment Solutions |
Head of Investment Solutions |
26 |
|
Chris Eddy |
Head of Investments |
Master’s in Finance, CFA |
13 |
|
Stuart Wocke |
Portfolio Manager |
B.Comm (Hons) in Financial Management |
15 |