Celtis BCI Flexible Fund of Funds

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Portfolio Objective

The Celtis Flexible Fund of Funds is a flexible fund of funds portfolio. The investment objective of the portfolio is to provide investors with an above-average medium to long term capital growth. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes.

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Investment Strategy

Investments to be included may, apart from assets in liquid form, consist solely of participatory interests in portfolios of collective investment schemes investing in equity securities, property shares, property related securities, non-equity securities, bonds, preference shares and money markets instruments.

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Benchmark

CPI +6% p.a. over rolling 2 year

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To view the latest Fund Fact Sheet, click on the pdf below.