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0.57  /  0.3%

186.99

NAV on 2019/09/13
NAV on 2019/09/12 186.42
52 week high on 2018/09/17 192.75
52 week low on 2018/12/27 171.53
Total Expense Ratio on 2019/06/30 2.39
Total Expense Ratio (performance fee) on 0
NAV Incl Dividends
1 month change 0.04% 0.99%
3 month change -2.31% -1.37%
6 month change 2.02% 2.99%
1 year change -1.83% -0.71%
5 year change 2.91% 3.17%
10 year change 9.56% 9.7%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 0.00 0.00%
General Equity 111.02 56.92%
Liquid Assets 1.38 0.71%
Managed 11.43 5.86%
Spec Equity 71.21 36.51%
  • Top five holdings
U-FAIRTRE 19.90 10.21%
U-INVEQU 15.45 7.92%
U-FAIRBET 14.39 7.38%
U-INVGLFA 14.35 7.36%
U-MIGLMAC 13.64 7%
  • Performance against peers
  • Fund data  
Management company:
Boutique Collective Investments (RF) (Pty) Ltd.
Formation date:
2007/11/01
ISIN code:
ZAE000105383
Short name:
U-STMACEQ
Risk:
Unknown
Sector:
Worldwide--Equity--General
Benchmark:
70% FTSE JSE Capped Shareholders weighted index (J433T), 25% MSCI All Country Index and 5% SteFI
Contact details

Email
clientservices@bcis.co.za

Website
http://www.bcis.co.za

Telephone
021-007-1500

  • Fund management  
Bruce Stewart


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The Stewart BCI Macro Equity Fund of Funds is a general equity fund of funds. The objective of the portfolio is to achieve long-term growth by means of an actively managed portfolio with strategic asset allocation of in excess of 80% exposure to equity securities. The portfolio could have short-term capital volatility due to the high equity exposure.
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