Sequoia BCI Flexible Income Fund
Who should invest
The portfolio is suited for investors:
With a time horizon of one (1) year to invest;
Looking for a high income and stability of capital;
With a low risk profile.
South Africa Multi Asset Income
ASISA SA Multi Asset Income Category Average
Allan Gray, Glacier, Momentum Wealth, Stanlib
Why the Sequoia BCI Flexible Income Fund
The portfolio has multiple levels of diversification by using various managers, exposures to various investment styles and asset classes.
The portfolio is Regulation 28 compliant for investors.
The portfolio has a maximum 10% total equity exposure and may invest 40% offshore (10% in Africa).
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.