Ian Anderson

Merchant West Investments's search and investment framework allows to deliver risk-adjusted real returns across the asset class spectrum without taking out-sized risks on their clients’ behalf. They asses every security trading below its fair value against the broad macro environment to ensure that it remains attractive given the current circumstances and various factors at play in the market.

Bridge FM is an active manager which prefers to invest in securities that provide income and preserve or increase the purchasing power of that income over time. They typically invest in listed companies with above-average dividend yields and a history of growing dividends and listed real estate companies with a real income yield and inflation-hedged income growth. The firm selects securities based on income yield and income growth prospects. They seek to identify companies with a track record of growing dividends throughout economic cycles.

Provides Investment Advice

Provides Investment Advice

Marriott is an income-focused, conservative manager which specializes in investing in all asset classes, both locally and internationally. The firm invests in securities issued by large companies that are trading at acceptable yields and have a proven track record of paying regular dividends or interest, thus ensuring consistent and reliable distributions to investors. This, along with the growth in dividends from these underlying investments, ensures more certainty with regard to long-term capital growth from their funds.