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-1.08  /  -0.58%

187.02

NAV on 2019/03/20
NAV on 2019/03/19 188.1
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 3.89% 4.08%
3 month change 9.04% 9.24%
6 month change -1.71% -1.53%
1 year change 2.97% 3.29%
5 year change 4.39% 4.45%
10 year change 12.14% 12.17%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 0.31 0.17%
General Equity 111.92 60.52%
Liquid Assets 0.81 0.44%
Managed 18.88 10.21%
Spec Equity 53.01 28.66%
  • Top five holdings
U-FAIRTRE 19.19 10.38%
U-PSGGROW 18.47 9.99%
U-AYEQUTY 14.89 8.05%
U-MIGLMAC 14.37 7.77%
U-INVGLFA 13.36 7.22%
  • 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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