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0.41  /  0.17%

234.45

NAV on 2021/04/13
NAV on 2021/04/12 234.04
52 week high on 2021/03/03 237
52 week low on 2020/04/22 188.74
Total Expense Ratio on 2020/12/31 2.53
Total Expense Ratio (performance fee) on 2020/12/31 0
NAV
Incl Dividends
1 month change -0.73% -0.73%
3 month change 2.67% 2.67%
6 month change 9.87% 9.87%
1 year change 29.22% 29.76%
5 year change 5.56% 5.92%
10 year change 9.77% 9.96%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Fixed Interest 0.02 0.01%
General Equity 65.77 33.76%
Liquid Assets 1.89 0.97%
Managed 21.66 11.12%
Spec Equity 105.47 54.14%
  • Top five holdings
U-FAIRTRE 20.04 10.29%
U-INVCOM 18.02 9.25%
U-36TARGE 17.99 9.24%
U-ANCGLEQ 15.61 8.01%
U-PRLONGF 15.12 7.76%
  • 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
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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