MONITOR THIS FUND
Become an Insider Gold member to monitor your funds.

0.78  /  0.41%

188.34

NAV on 2019/07/19
NAV on 2019/07/18 187.56
52 week high on 2018/09/05 198.21
52 week low on 2018/12/27 171.53
Total Expense Ratio on 2019/03/31 2.37
Total Expense Ratio (performance fee) on 2019/03/31 0
NAV Incl Dividends
1 month change -0.59% -0.59%
3 month change -0.9% -0.9%
6 month change 6.55% 6.74%
1 year change 2.88% 3.2%
5 year change 3.18% 3.24%
10 year change 10.52% 10.55%
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.
Insider GOLD
ONLY R63pm

Moneyweb's premium subscription is a membership service which will give you access to a number of tools to take charge of your investments.
Or choose a yearly subscription at R630pa - SAVE R126

Get instant access to all our tools and content. Monthly subscription can be suspended at any time.

Podcasts

SHOP NEWSLETTERS TRENDING CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company:
server: 172.17.0.2