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1.21  /  0.66%

184.39

NAV on 2019/05/16
NAV on 2019/05/15 183.18
52 week high on 2018/09/05 198.21
52 week low on 2018/12/27 171.53
Total Expense Ratio on 2018/12/31 2.38
Total Expense Ratio (performance fee) on 2018/12/31 0
NAV Incl Dividends
1 month change -2.56% -2.56%
3 month change 2.05% 2.24%
6 month change 3.76% 3.95%
1 year change 1.07% 1.38%
5 year change 3.41% 3.47%
10 year change 11.14% 11.18%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 1.00 0.51%
General Equity 113.29 57.33%
Liquid Assets 3.49 1.76%
Managed 12.07 6.11%
Spec Equity 67.77 34.29%
  • Top five holdings
U-FAIRTRE 20.60 10.42%
U-INVEQU 14.94 7.56%
U-INVGLFA 13.97 7.07%
U-AYEQUTY 13.67 6.92%
U-PSGGROW 13.55 6.86%
  • 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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