Sequoia BCI Stable Fund of Funds
Who should invest
 

The portfolio is suited for investors:

  • With a time horizon of three (3) years to invest;

  • Looking for income and stable capital growth;

  • With a low to medium risk profile.

ASISA Category
South Africa Multi Asset Low Equity
Benchmark
ASISA SA Multi Asset Low Equity Category Average
Platform Availability
Allan Gray, Glacier, Momentum Wealth, Stanlib
Structure
Unit Trust
Why the Sequoia BCI Stable Fund of Funds

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

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 40% total equity exposure and may invest 40% offshore (10% in Africa).

A fund of funds is a collective investment portfolio fund that invests in a range of other collective investment portfolios. These could be funds within a collective investment portfolio management company's own range (internal fund of fund) or a selection of funds managed by various collective investment portfolio management companies (external fund of fund). A fund of funds may not invest in less than two underlying collective investment portfolios. Fund of funds are regulated by the Collective Investment Schemes Control Act and have a separate legal status. They are 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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© 2023 by Sequoia Capital Management

An authorised financial service provider, FSP 49393