The Centaur BCI Flexible 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 December 2004.
|Centaur BCI Flexible Fund: 882.76|
South African – Multi Asset Flexible
The Centaur BCI Flexible Fund targets real returns of at least 6% per annum with volatility no greater than 80% of the All Share Index.
60% JSE Capped SWIX (J433T), 20% MSCI World (M1WO), 20% SteFI.
Calculated over a 2-year rolling period.
Require a tax-efficient investment and have a moderate to high-risk profile.
|Annual fee:||1.25% per annum.|
|Performance fee:||20% above benchmark cap over rolling 2-years,|
capped at 2% p.a.
|Download Latest Minimum Disclosure Document (Factsheet):||June 2022|
|Past Minimum Disclosure Document (Factsheet):|
Centaur BCI Flexible Fund vs. Benchmark