Sasfin BCI Balanced Fund
The portfolio aims to provide investors with a moderate level of income and capital growth over the long term. The investments for the portfolio includes listed property related securities, equity securities, preference shares, nonequity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form.
Why should you invest in this strategy?
You should invest in this fund if you are looking to achieve a moderate level of income and capital growth over the long term.
Watch the video below to learn more about this investment strategy.
Our awards
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Meet the Fund Managers
Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.
Raphi Rootshtain
Portfolio Manager, Asset Management
Contact a financial advisor today
Contact your financial advisor or a Sasfin financial advisor today to find out more about investing with Sasfin Asset Managers.
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