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.
Download Latest MDD (Factsheet) – June 2022
Centaur BCI Flexible Fund: 882.76 |
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05/08/2022 |
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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 | ||||||||||||||||||||||||||||||||||||||||||||||||
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