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-0.14  /  -0.08%

174.48

NAV on 2019/01/17
NAV on 2019/01/16 174.62
52 week high on 2018/09/05 198.21
52 week low on 2018/12/27 171.53
Total Expense Ratio on 2018/09/30 2.41
Total Expense Ratio (performance fee) on 2018/09/30 0
NAV Incl Dividends
1 month change -0.16% -0.16%
3 month change -3.93% -3.93%
6 month change -3.67% -3.55%
1 year change -10.74% -10.63%
5 year change 2.8% 3.1%
10 year change 10.35% 11.33%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 0.30 0.15%
General Equity 110.14 54.03%
Liquid Assets 4.18 2.05%
Managed 10.21 5.01%
Spec Equity 79.02 38.77%
  • 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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