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Centaur BCI Flexible Fund

Fund Description:

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 medium to high risk profile and its inception date was the 1st December 2004.

Daily Pricing:

Centaur BCI Flexible Fund: 575.92


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.

Objective and Benchmark:

60% JSE Capped SWIX (J433T), 20% MSCI World (M1WO), 20% SteFI.
Calculated over a 2 year rolling period.

Suitable for Investors Who:

Require a tax efficient investment and have a medium to high risk profile.


Annual fee:1.25% per annum on the value of the fund.
Performance fee:20% above benchmark cap over rolling 2-years,
capped at 2% p.a.
The above fees are before VAT.

Minimum Disclosure Document (Factsheet):

Download Latest Minimum Disclosure Document (Factsheet): February 2020
Past Minimum Disclosure Document (Factsheet):


Centaur BCI Flexible Fund vs. Benchmark

As at: 29 February 20201 year3 years5 years10 yearsSince
Centaur BCI Flexible Fund4.4%3.6%5.7%14.4%15.7%
Relative to Benchmark5.5%0.3%3.1%5.7%4.4%
Average Category Return0.6%2.0%2.2%8.4%
Std deviation3 – Centaur BCI Flexible Fund10.6%9.0%9.1%9.1%11.7%
Std deviation3 – Benchmark11.8%11.0%11.5%10.9%13.6%
Source: Maitland, Moneymate and Centaur, as at 29 February 2020.
Past performance is not a reliable indicator of future returns. Investment performance is for illustrative purposes only and calculated by taking actual initial fees and ongoing fees into account for amount shown with income reinvested on reinvestment dates. Annualised return is weighted average compound growth rate over the period measured. Full details and basis of the award is available from the manager.

Highest and lowest calendar year performance since inception (as at 29 February 2020): High 46.7 Low -20.3.