Management Company Switched - Official Announcement24 Nov 2021
The fund switched Management Company from IP Management Company to Boutique Collective Investments (RF) (Pty) Ltd. on 24 Aug 2021
Mandate Overview05 Aug 2021
The Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints.
Mandate Limits05 Aug 2021
Maximum foreign exposure as permitted by SARB
The portfolio’s net equity exposure ranges between 0% and 60% of the portfolio’s net asset value.
Maximum property exposure 25%
Regulation 28
Fund Amalgamation - Official Announcement05 Aug 2021
The Engelberg IP Balanced Fund amalgamated into the Engelberg BCI Balanced Fund, effective from 23 July 2021