If you register as an investor, your funds can be invested in a managed fund. Depending on the period for which you are saving, you will be able to select an investment portfolio according to your preferred risk profile. This means you earn competitive returns towards your future goals.
To get the FICA registration required for these funds, simply upload your ID and a selfie when logged into your account.
Cartesian Capital
BCI MONEY MARKET UNIT TRUST
Investment Objective
The Cartesian BCI Money Market Fund is a local money market portfolio. The investment objective is to provide a medium whereby investors can obtain undivided participation in a diversified portfolio of money market instruments and assets in liquid form.
Investment Policy
The primary performance objective of the portfolio is to obtain as high a level of current income as is consistent with preservation and liquidity. Capital gains will be of an incidental nature. The portfolio will be managed in compliance with prudential guidelines for retirements in South Africa to the extent allowed by the Act.
The combination(s) of risk preference and investment period that allow you to select this investment product
Short
Long
High
Moderate
Low
Anchor Capital
BCI MANAGED FUND
Investment Objective
The Anchor BCI Managed Fund is a moderate-risk profile portfolio with the objecive to offer investors a moderate to high long-term total return.
Investment Philosophy
The fund will be managed in compliance with Regulation-28 investment guidelines. The net equity exposure will range between 0% and 75%. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and non-equity securities. The portfolio may invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate and exchange-rate swap transactions for efficient portfolio management purposes.
Fund Information
Fund managers
Peter Little, Peter Armitage
Inception Date
02 Feb 2015
Benchmark
ASISA SA Multi Asset High Equity Category Average
Fund Classification
SA Multi Asset High Equity
Distributions
Semi-annual Declaration Date: 28 Feb/31Aug
Annual Management Fee (Incl. VAT)
1.44%
Total Expense Ratio (TER) (Incl. VAT)
Sep 19: 1.58%
Portfolio Value
R466.56 mn
Unit Price
110.22 cpu
ISIN Number
ZAE000200598
Distributions
2018 (CPU) Feb 1.30; Aug 1.79 | 2019 (CPU) Feb 1.47; Aug 1.61
The combination(s) of risk preference and investment period that allow you to select this investment product
Short
Long
High
Moderate
Low
Anchor Capital
BCI EQUITY FUND
Investment Objective
The Anchor BCI Equity Fund is a general equity portfolio that seeks to sustain high long-term capital growth.
Investment Philosophy
The portfolio is constructed from bottom-up, fundamental research with an investment philosophy that favours quality stocks with superior returns on capital, cash flows and pricing power. While acceptable valuation is an important component of the stock-selection process, the fund’s style is not “value” - investments will be made in premium-rated stocks where the growth outlook and quality profile warrants it. The fund will also own shares that are o[en not well researched, yet offer exceptional valuationdriven opportunities. The quality of companies included is judged by rates of earnings growth, return on capital employed, cash conversion and stability of margins. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may include the following unlisted financial instruments: forward currency, interest rate and exchange-rate swap transactions for efficient portfolio management purposes. The portfolio‘s equity exposure will always exceed 80% of the portfolio’s net asset value.
Fund Information
Fund managers
Peter Little, Peter Armitage
Inception Date
05 Apr 2013
Benchmark
FTSE JSE Capped SWIX J433T Index
Fund Classification
SA Equity General
Distributions
Semi-annual Declaration Date: 28 Feb/31Aug
Annual Management Fee (Incl. VAT)
1.15%
Total Expense Ratio (TER) (Incl. VAT)
Sep 19: 1.18% (PY): 1.18%
Portfolio Value
R766.07 mn
Unit Price
174.15 cpu
ISIN Number
ZAE000175626
Distributions
2018 (CPU) Feb 1.25; Aug 2.36 | 2019 (CPU) Feb 1.93; Aug 2.43
The combination(s) of risk preference and investment period that allow you to select this investment product