The Centaur BCI Balanced Fund invests in a mix of shares, bonds, property, cash and international investments. We utilise asset allocation and stock picking to try outperform the funds benchmark with lower risk. The fund has a moderate to high risk profile and its inception date was the 1st July 2013.
Download Latest MDD (Factsheet) – June 2022
Centaur BCI Balanced Fund: 179.91 |
---|
05/08/2022 |
---|
South African – Multi Asset High Equity
The Centaur BCI Balanced Fund targets real returns of at least 4% per annum with volatility no greater than 60% of the All Share Index.
25% JSE All Bond Index (ALBTR), 48% JSE Capped SWIX (J433T), 16% MSCI World (M1WO), 11% SteFI. Calculated over a 2-year rolling period.
Require a tax efficient investment and have a moderate to high risk profile.
Annual fee: | 1.35% per annum. |
Performance fee: | 12.50% above benchmark cap over rolling 2-years, capped at 1% p.a. |
Download Latest Minimum Disclosure Document (Factsheet): | June 2022 |
Past Minimum Disclosure Document (Factsheet): |
Centaur BCI Balanced Fund vs. Benchmark | ||||||||||||||||||||||||||||||||||||||||
|