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 medium risk profile and its inception date was the 1st July 2013.
|Centaur BCI Balanced Fund:||159.96|
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 medium risk profile.
|Annual fee:||1.35% per annum on the value of the fund.|
|Performance fee:||12.50% above benchmark cap over rolling 2-years, capped at 1% p.a.|
|Download Latest Minimum Disclosure Document (Fact Sheet):||December 2019|
|Past Minimum Disclosure Document (Fact Sheet):|
Centaur BCI Balanced Fund vs. Benchmark
Highest and lowest calendar year performance since inception (at 31 December 2019): High 19.6 Low -5.4.