All our funds are based on the same fundamental research process and methodology and this forms the core of every decision we make. This is based on an investment process that has been applied consistently throughout our investment careers.
There are common themes and ideas across all of our funds depending on our views on the companies and markets. These ideas are implemeted depending on the specific mandate of the fund in question.
Tantalum BCI Cautious Unit Trust Fund
The Tantalum BCI Cautious Fund is a cautious risk profile portfolio that seeks to provide investors with income and stable capital growth. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. To provide a limited level of capital protection, the portfolio’s equity exposure will not exceed 40% of the portfolio’s net asset value. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and non-equity securities.
ASISA Unit Trust Category South African - Multi Asset - Low Equity
Portfolio Manager Melanie Stockigt
Management Company Boutique Collective Investments
Inception 21 November 2014
Benchmark CPI + 3%