Mandate Overview29 Sep 2025
The Mi-Plan BCI Global AI Opportunity Fund is a global equity portfolio which aims to achieve long term capital growth by investing predominantly in foreign equity securities and participatory interests in collective investment schemes including exchange traded funds.
Mandate Limits29 Sep 2025
The portfolio’s minimum foreign equity exposure is 80% of its net asset value. The portfolio’s equity exposure will be a minimum of 80%.
Management Company Switched - Official Announcement29 Sep 2025
The fund switched Management Company from Boutique Collective Investments (RF) (Pty) Ltd. to MI-PLAN (Pty) Ltd. on 29 Sep 2025
Management Company Switched - Official Announcement22 Sep 2025
The fund switched Management Company from MI-PLAN (Pty) Ltd. to Boutique Collective Investments (RF) (Pty) Ltd. on 19 Sep 2025 and renamed to Mi-Plan BCI Global AI Opportunity Fund