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Sequoia BCI SA Equity Fund
Who should invest
 

The portfolio is suited for investors:

  • With a time horizon of five (5) years to invest;

  • Looking for high long-term capital growth;

  • Looking for a domestic only general equity portfolio.

ASISA Category
South Africa Equity General

Benchmark
FTSE/JSE Capped SWIX (J433T) Index

Platform Availability
Allan Gray, Glacier, Momentum Wealth, Ninety One, PPS, Stanlib, Sygnia

Structure
Unit Trust
Why the Sequoia BCI SA Equity Fund

The portfolio is researched, constructed and managed by a discretionary manager with a skilled team.

The portfolio has multiple levels of diversification by blending active managers and indexed instruments. The portfolio is well suited as a core equity block within an investor's overall portfolio.

The portfolio is not Regulation 28 compliant for investors.

The portfolio can only invest in South African equities and may not invest offshore.

The fund is regulated by the Collective Investment Schemes Control Act and have a separate legal status. It is regulated by the same legislation that applies to Linked Investment Services Providers (LISPs), namely the Stock Exchanges Control Act and the Financial Markets Control Act. 

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