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): | September 2024 |
Historical MDD (Factsheet): |
Centaur BCI SA Equity Fund A vs. BenchmarkGrowth of R100 investment (Cumulative) |
Source: Bloomberg, Apex, Moneymate and Centaur, at 31 October 2024. Category: South African Equity General. Actual annual figures are available to the investor on request.