The Sasfin BCI AI Equity Fund is a specialist general equity portfolio with the objective of identifying the best investment opportunities in predominantly the domestic equity market and, in doing so, deliver long-term capital growth. In selecting securities, machine-learning quantitative processes (also known as artificial intelligence or “AI”) and data analytics will be used to identify recommendations for portfolio constituents and their weightings and in doing so generate additional alpha. The portfolio‘s equity exposure will always exceed 90% of the portfolio's net asset value.
To achieve its objective, the investments to be included in the portfolio may comprise a combination of assets in liquid form, equity securities, property securities, property related securities, notes, non-equity securities, convertible equities and interest-bearing instruments. The manager may invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time.
The portfolio will invest in listed financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, to achieve the portfolio's investment objective. The manager may include forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.
The Trustee shall ensure that the investment policy set out in this Supplemental Deed is carried out.
For the purpose of this portfolio, the manager shall reserve the right to close the portfolio to new investors on a date determined by the manager. This will be done in order to be able to manage the portfolio in accordance with its mandate. The manager may, once a portfolio has been closed, open that portfolio again to new investors on a date determined by the manager.

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