Since inception in 2000 our performance strategy has delivered 18.2% net returns (as at 31/10/2023).

Identifying great investment opportunities is not easy, however, capitalising on these opportunities is the real test. Centaur Asset Management understands and embraces these challenges on your behalf.

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Combined Net Performance Strategy since 1st October 2000

As at: 31 October 2023Compound Annual ReturnAnnual Std. Deviation
Centaur Asset Management18.2%12.6%
Benchmark*11.2%13.3%
Source: Bloomberg, Maitland as at 31 October 2023. Centaur combined performance strategy net of fees utilised in Centaur’s products since inception. Centaur combined strategy: 1 October 2000 to 31 December 2004: SA balanced managed portfolio composite, 31 December 2004 to current: Centaur BCI Flexible Fund.
*Benchmark:

1 Oct 2000 – 31 Dec 2004:50% ALSI (J203), 50% FINDI (J213) – including dividends.
1 Jan 2005 – 30 Jun 2007:50% ALSI (J203), 50% FINDI (J213).
1 Jul 2007 – 31 Jan 2015:15% RESI (J258), 65% FINDI (J250), 20% SA Repo.
1 Feb 2015 – 31 Oct 2018:15% RESI (J258T), 65% FINDI (J250T), 20% SA Repo.
1 Nov 2018 – Current:60% JSE Capped SWIX (J433T), 20% MSCI World (M1WO), 20% SteFI.

Past performance is not a reliable indicator of future returns. Investment performance is for illustrative purposes only and is 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.

 

1031.18
29/11/2023
The Centaur BCI Flexible Fund invests in a mix of shares, bonds, property, cash and international investments and targets real returns of at least 6% per annum with volatility no greater than 80% of the All Share Index.
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205.61
29/11/2023
The Centaur BCI Balanced Fund invests in a mix of shares, bonds, property, cash and international investments and targets real returns of at least 4% per annum with volatility no greater than 60% of the All Share Index.
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 Download Latest Minimum Disclosure Documents (Factsheet)