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Fairtree Fund Report.pdf

Fairtree BCI Select Cautious Fund A EBCC.pdf
Preview of Fairtree Fund Report
🔗 Source: bcis.co.za
📊 Size: 1.25 MB
📄 Pages: 2 pages
⬇️ Downloads: 60

Summary

The Fairtree BCI Select Cautious Fund (A) aims to provide high income and stable capital growth through a combination of liquid assets, money market instruments, bonds, and equities, with a maximum equity exposure of 40%. The fund's performance since inception (29 Jul 2014) has been 146.29% cumulative, with an annualized return of 8.89%. The fund's risk profile is low to moderate, with a standard deviation of 6.41% over 3 years, and is suitable for medium-term investment horizons. The total expense ratio (TER) is 1.23%, and the total investment charge is 1.46%. The fund's top holdings include Fairtree BCI Income Plus B, Fairtree ALBI Plus Prescient B2, and Standard Bank Group Ltd.

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Description

The Fairtree BCI Select Cautious Fund (A) aims to provide high income and stable capital growth through a combination of liquid assets, money market...

Technical Information

  • File Format: PDF
  • File Size: 1.25 MB
  • Pages: 2
  • Language: EN
  • Total Downloads: 60
  • Last Updated: 1 month ago

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