Vunani BCI Global Macro Fund

  • ASISA category:  Global Multi Asset Flexible
  • Benchmark:  80% MSCI, 15% USD 3-month LIBOR, 5% SteFI Composite, calculated over a rolling 1-year period
  • Income distribution declaration dates: 30 June, 31 December
  • The primary objective of this fund is to add value over time to the benchmark through investing in a portfolio of long-term growth-oriented stocks. The secondary objective is to mitigate downside risk during times of extreme stress within both the macro economic and financial environments.
  • This fund is suitable for investors seeking exposure to stocks and economic drivers not readily available in the South African equity market.
  • Fund Manager: Tony Bell
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Vunani BCI Bond Fund

  • ASISA category: SA Interest Bearing Variable Term
  • Benchmark:  BEASSA All Bond Index (ALBI), calculated over a rolling 1-year period
  • Income distribution declaration dates: 31 March, 30 June, 30 September, 31 December
  • The Vunani Active Bond Fund is an actively managed fund that seeks to outperform the All Bond Index at lower risk through steady accrual of alpha. This fund utilizes strategies involving active duration, yield curve and credit spread management, as well as occasional convexity optimization.
  • The Vunani BCI Bond Fund is suitable for investors with an investment horizon of two or more years.
  • Fund Manager: Rowan Williams-Short
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Vunani BCI Short Term Interest Fund

  • ASISA category:  SA Interest Bearing Short Term
  • Benchmark:  SteFI Composite, calculated over a rolling 1-year period
  • Income distribution declaration dates: 31 March, 30 June, 30 September, 31 December
  • The fund is a short-term interest-bearing mandate, and the manager will endeavour to find opportunities within money markets instruments and short-term bonds to generate higher returns than a short-term bank deposit.
  • The Vunani BCI Short Term Interest Fund aims to provide investors with a higher level of income than a money market fund, while controlling risk and maintaining capital stability.
  • Fund Manager: Ntobeko Stampu
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Vunani BCI Equity Fund

  • ASISA category:  SA Equity General
  • Benchmark:  FTSE JSE Capped SWIX All Share index (J433T) index, calculated over a rolling 1-year period
  • Income distribution declaration dates: 30 June, 31 December
  • The Vunani BCI Equity Fund seeks to consistently outperform the SWIX per annum while managing portfolio risk. The fund will typically be invested in an equity portfolio of high conviction positions comprising of approximately thirty stocks.
  • The fund is suitable for use by investors with a long-term investment horizon (4 years +) who are comfortable with shorter term volatility as well as the risk associated with a fund mandated to achieve real long term alpha generation.
  • Fund Manager: Safs Narker
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