Mandate Overview01 Feb 2024
The Bartizan BCI Balanced Fund is a managed portfolio with the objective of providing investors with a moderate to high long term total return.
Mandate Limits01 Feb 2024
Maximum foreign exposure as permitted by SARB
Regulation 28
Maximum effective equity exposure( Incl International equity) of up to 75%
Maximum effective property exposure (Incl International property) of up to 25%