Guiding you through uncertainty
Performance Since Inception
|1 Month||3 Months||6 Months||YTD||1 Year||SI*||TER**|
** TER as of 31st December 2020
For Fund reports, please login.
- GIPS pooled fund reports are provided at year end as required by GIPS 2020.
- Quarterly updates of GIPS pooled fund reports are available upon request.
Meet the Fund Manager
Murtaza Jafferjee has worked in the Sri Lankan equity market since 1994. His experience includes advising individual and institutional investors on investment in equities. At JB Financial, Murtaza functions in the capacity of Director overseeing the company, as a member of the Investment Committee and as portfolio manager for the JB Vantage Value Equity Fund.
Murtaza is currently the chair of Advocata Institute, an independent policy think tank based in Colombo. He previously served as an independent Director of Nations Trust Bank PLC (2010 – 2019) and Serendib Hotels PLC (2010 – 2020). Additionally, he was a director of the Colombo Stock Exchange from April 2007 to August 2009 and February 2019 to July 2020. Murtaza is a past President of CFA Sri Lanka.
Murtaza holds a Masters in Financial Economics from the University of Colombo, Bachelor of Computer Science and Mechanical Engineering from the University of NSW, Australia. He is also a Chartered Financial Analyst.