Fund Name Changed - Official Announcement15 Dec 2021
The BCI Balanced Fund will change it's name to Aluwani BCI Balanced Fund, effective from 02 November 2021
Mandate Overview08 Mar 2021
The Fund aims to generate a moderate to high long-term total return by investing a diversified spread of investable asset classes.
Mandate Limits08 Mar 2021
Maximum foreign exposure as permitted by SARB
The portfolio’s net equity exposure ranges between 0% and 75% of the portfolio’s net asset value.
Maximum property exposure 25%
Regulation 28
Fund Merged - Official Announcement08 Mar 2021
The BCI Real Return Fund has closed and merged into BCI Balanced Fund on 26 February 2021.