Mandate Overview02 Jun 2026
The Strategic Capital BCI Balanced Fund aims to offer investors long term capital growth through a well-structured and diversified portfolio that mitigates risk and enhances returns.
Mandate Limits02 Jun 2026
Regulation 28
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 of 25%
Management Company Switched - Official Announcement02 Jun 2026
The fund switched Management Company from Prescient Management Company Ltd. (PIM) to Fundrock Collective Investments (RF) (Pty) Ltd. on 08 May 2026