The Optimum BCI Balanced Fund's strategy is to provide investors with a well-diversified multi-managed portfolio that aims to produce a moderate long term total return through diversification of asset managers and investment styles. The portfolio's maximum equity mandated exposure is 60% of the portfolio's net asset value.
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.
The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate and exchange rate swap transactions.