OUR FUNDS
Citrine BCI Global Equity Fund
Fund Details:
This fund is an actively managed global equity fund that aims to provide investors with long-term capital growth.
This fund is suited to investors who want to diversify their portfolios with global equity securities.
The recommended investment horizon is 7 years and longer.
Citrine BCI Enhanced Interest Fund
Fund Details:
This fund aims to achieve consistent returns in excess of money market returns.
Suitable for investors who require capital preservation and low volatility.
Compliant with Regulation 28 - and therefore suitable for retirement savings.
Citrine BCI SA Bond Fund
Fund Details:
This fund invests predominantly in domestic bonds.
Suitable for investors who require a high level of income from their capital investment, with relatively low risk, but potentially some volatility in returns.
The recommended investment horizon is 3 years and longer.
Compliant with Regulation 28 - and therefore suitable for retirement savings.
Citrine BCI Income Provider Fund
Fund Details:
This fund is an income-generating portfolio that aims to maximize income while providing investors with stability of capital invested.
The fund is suited for conservative investors who have a 2-year investment horizon.
Complaint with Regulation 28 - and therefore suitable for retirement savings.
Citrine BCI Conservative Growth FoF
Fund Details:
This fund aims to deliver a high level of income and long-term capital stability.
The fund invests across multiple asset classes, with limited equity exposure.
This fund is well-suited to low-risk investors.
Compliant with Regulation 28 - and therefore suitable for retirement savings.
Citrine BCI Moderate Growth FoF
Fund Details:
This fund aims to deliver a moderate long-term total return.
The fund invests across multiple asset classes, with moderately high equity exposure.
This fund is suitable for investors with a moderate risk profile, and minimum 5-year investment horizon.
Compliant with Regulation 28 - and therefore suitable for retirement savings.
Citrine BCI Worldwide Flexible Growth FoF
Fund Details:
This fund allows for flexible asset allocation with no restrictions to any asset class or geography. This fund aims to deliver a high long-term total return.
This fund is suitable for investors with a moderate to aggressive risk tolerance, and long-term investment horizon – 7 years or longer.