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  •  Investec Specialist Investments BCI Protected Equity Fund (A)

-0.03  /  -0.03%


NAV on 2019/08/27
NAV on 2019/08/26 95.67
52 week high on 2019/07/19 100.78
52 week low on 2019/08/27 95.64
Total Expense Ratio on 2019/06/30 1.39
Total Expense Ratio (performance fee) on 2019/06/30 0
NAV Incl Dividends
1 month change -4.68% -4.68%
3 month change -4.36% -4.36%
6 month change 0% 0%
1 year change 0% 0%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Liquid Assets 100.31 100.00%
  • Top five holdings
  • Performance against peers
  • Fund data  
Management company:
Boutique Collective Investments (RF) (Pty) Ltd.
Formation date:
ISIN code:
Short name:
South African--Multi Asset--Flexible
70% FTSE JSE All Share index (J203T);30% SteFI composite index calculated over a rolling 1 year period
Contact details




  • Fund management  
Investec Specialist Investments Fund Managers (Pty) Ltd

  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The Investec Specialist Investments BCI Protected Equity Fund is a moderate to high risk profile equity biased portfolio with the objective to provide investors with capital preservation over the medium term by providing meaningful exposure to the equity markets whilst simultaneously protecting the portfolio against severe equity market returns. Protection strategies will include the use of financial instruments for efficient portfolio management purposes to reduce volatility and to provide protection against the full impact of negative equity market conditions. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, equity securities, property related securities, interest bearing securities, non-equity securities and money market instruments. The portfolio may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio's investment policy. Where the aforementioned schemes are operated in territories other than South Africa, participatory interests or any other form of participation in portfolios of these schemes will be included in the portfolio only where the regulatory environment is, to the satisfaction of the manager and the trustee, of sufficient standard to provide investor protection at least equivalent to that in South Africa.
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