
Low propensity for capital loss
Prefer stable investment returns with less focus on capital growth
90% defensive assets
10% growth assets
Investment horizon 1-3 years

Prepared to accept some capital risk & volatility in the overall portfolio
70% defensive assets
30% growth assets
Investment horizon 3-5 years

Prepared to accept moderate capital risk & volatility in the overall portfolio
40% defensive assets
60% growth assets
Investment horizon 5+ years

Prepared to accept higher levels of variability and volatility in investments returns in the overall portfolio
10% defensive assets
90% growth assets
Investment horizon 7+ years
Anthony Palmer, CA (SA)
Robert Enslin, B.Com (Honours)
CFA
Luis Levy, B.Com
CFA
B.Com (Honours), CFA
Rob obtained his B Com Honours degree from the University of Stellenbosch and is a CFA Charter Holder. He started his financial services career in 2008 at ValuGro Capital which was rated as the top small asset management company during the same year. Valugro Capital was subsequently purchased by the listed Efficient Group and the asset management arm was renamed Efficient Select in 2011. During his time at ValuGro Capital and Efficient Select, Rob Enslin was the portfolio manager of the Efficient Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012 as the top performing fund (risk adjusted) in its category over a rolling 5-year period. In 2015, Rob was appointed as Head of Private Clients. In 2016, he departed to join StrategiQ Capital. At LNKD Rob is a portfolio manager, key individual, investment committee member and Director.
Bachelor of Business Science (Honours)
Rashay completed his Bachelor of Business Science Management Studies degree with honours in Finance at the University of Cape Town and is currently completing his MBA at the University of Cape Town. Rashay is Group Operations Director and Chairman of the Group Risk and Governance Committee for Carrick. Rashay is LNKD’s COO, with a focus on risk management, enhancing technology and client platforms and ensuring efficiency in products and systems. Rashay is a member of the Investment Committee.
B.Com, CFA
Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds. Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets. In June 2015 he departed to setup StrategiQ Capital and at LNKD is a portfolio manager and member of the Investment Committee.
LNKD Investment Managers (Pty) Ltd (“LNKD”), an authorized Category I and II Financial Services Provider, makes use of approved third-party service providers to support the delivery of discretionary investment management services. These may include, where applicable, portfolio administration, custody, execution, technology, data, and related support services.
All third-party arrangements are subject to appropriate due diligence, formal contractual agreements, and ongoing oversight. Notwithstanding any outsourcing or third-party involvement, LNKD retains full responsibility and accountability for the discretionary financial services rendered to clients.
Number | Product & Service Providers |
|---|---|
1 | Ardan |
2 | Capital International (CIG) |
3 | IDAD |
4 | Swissquote |
5 | Quilter |
6 | Glacier |
7 | INN8 |
8 | Ninety One |
9 | Momentum Wealth International |
10 | Momentum Wealth |
11 | Baker Tilly (Previously Optimus) |
12 | Overseas Trust & Pension |
13 | RL360 |
14 | STM Group Plc |
15 | Utmost |
16 | IVCM |
17 | Matco |
18 | PIMS |