Celtis BCI Managed Fund of Funds

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Portfolio Objective

The primary objective of the Celtis BCI Managed Fund of Funds is to offer investors a moderate to high long term total return. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.

 

Investment Strategy

On a look-through basis, the portfolio’s equity exposure will be ranging between 0% and 75% of the portfolio’s asset value. Investments to be included in the portfolio will, apart from assets in liquid form, consists of participatory interests and other forms of participation of local and global collective investment schemes.

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Benchmark

CPI +5% p.a. over rolling 1 year

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