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.

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Our awards

Morningstar 2022
Morningstar Awards | 2022

Best Cautious Allocation Fund for the Sasfin BCI Stable Fund

Morningstar 2021
Morningstar Awards | 2021

Best moderate allocation fund for the Sasfin BCI Balanced Fund

Award Icons Morningstar 2020 Small
Morningstar Awards | 2020

Best moderate allocation fund for the Sasfin BCI Balanced Fund

Ragingbull 2021
Raging Bull Awards | 2021

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2020 Small
Raging Bull Awards | 2020

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2019 Small
Raging Bull Awards | 2019

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2018 Small
Raging Bull Awards | 2018

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.

Arno Lawrenz

Arno Lawrenz

Chief Investment Officer

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Veenesh Dhayalam

Veenesh Dhayalam

Chairperson of the Wealth Investment Committee

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Raphi Rootshtain

Raphi Rootshtain

Portfolio Manager, Asset Management

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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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