Centaur BCI SA Equity Fund

Fund Description:

The Centaur BCI SA Equity Fund invests in South African shares where we utilise stock picking to try outperform the Fund’s benchmark.

Fund Category:

South African Equity General.

Inception Date:

30 November 2023

Objective:

The Fund targets real returns of at least 7% per annum.

Benchmark:

100% FTSE/JSE Capped Shareholder Weighted All Share Index (J433T).

Fees on Class A (ex. VAT):

Annual fee: 1.25% per annum.
Performance fee: 20% above benchmark over rolling 1-year period, capped at 2% p.a.

Download MDDs (Factsheets)

Latest MDD (Factsheet): 31 May 2024
Historical MDD (Factsheet):