UNIT TRUSTS
Our optimal suite of unit trusts addresses the equity and multi-asset investment requirements of the retail investment market.
Investin BCI Balanced Fund
The Investin BCI Balanced Fund aims to provide investors with a balance between capital growth and income over the medium-to-long-term by investing across asset classes. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed by the Act.
Investin BCI Equity Fund
The Investin BCI Equity Fund is an equity portfolio that aims to provide investors high long-term capital growth with a relative low risk of long-term capital loss by investing in a diversified portfolio of local and offshore equity securities.
The portfolio may, from time-to-time, invest in listed and unlisted financial instruments.