Mandate Overview23 Apr 2025
The Bartizan BCI Diversified Income Fund is an income generating portfolio with the objective of delivering a high level of sustainable income and stability of capital invested.
Mandate Limits23 Apr 2025
Maximum foreign exposure as permitted by SARB
Regulation 28
The portfolio is subject to a maximum equity exposure of 10% of the portfolio’s
net asset value.
Maximum effective property exposure (including international property) of up
to 25%
New Fund - Official Announcement23 Apr 2025
The Bartizan BCI Diversified Income Fund is a new fund, effective from 17 April 2025