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SouthernCross BCI Equity Fund

ABOUT THE FUND

The SouthernCross BCI Equity Fund is committed to achieving high total returns over the long term by strategically positioning in equity-focused investments. This Fund’s approach is built on a diversified portfolio of assets, primarily anchored in equities, with additional exposure to property, preference shares, interest-bearing instruments, and a select mix of liquid and offshore investments.

 

It also allows for investments in collective schemes to further broaden its reach. Designed for investors with a high tolerance for risk, the Fund seeks to maximise growth potential while actively managing volatility through careful asset selection.

By maintaining a predominantly equity-driven structure, this Fund targets long-term capital appreciation, capitalising on both domestic and international market opportunities.

 

Ideal for those aiming for high returns, the SouthernCross BCI Equity Fund is well-suited for those prepared to withstand market fluctuations in pursuit of substantial growth.

Fund Details

The SouthernCross BCI Equity Fund objective is to

deliver a high long term total return. 

 

The portfolio’s net equity exposure will be a minimum

of 80% of the portfolio's asset value. The portfolio’s

investment universe consists of equity securities, preference securities, non-equity securities, notes,

property shares and property related securities listed

on exchanges, interest bearing securities and

instruments as well as assets in liquid form. 

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Fund Facts 

Benchmark

FTSE JSE Capped Shareholders

Weighted Index (J433T)

Risk Profile 

Aggressive

ASISA Category

SA Equity General

Availability

Direct investment &

Through all reputable investment platforms

Minimum investment amount

R50,000 lump sum direct investment or R 1,000 debit order through reputable investment platforms

Inception Date 

01 September 2023

Value of R100 invested on 1 Sep 2024

Equity Fund

SouthernCross BCI Equity Fund

SA EQ General Category

The SA EQ General Category invests in South African equities for diversified growth

CPI

The monthly change in the SA consumer price index (CPI)

INVEST NOW IN THE SOUTHERNCROSS BCI EQUITY FUND

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