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.
|Centaur BCI Flexible Fund:||725.17|
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 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.
|Download Latest Minimum Disclosure Document (Factsheet):||October 2020|
|Past Minimum Disclosure Document (Factsheet):|
Centaur BCI Flexible Fund vs. Benchmark
Highest and lowest calendar year performance since inception (as at 31 October 2020): High 46.7 Low -20.3.