Laurium BCI Strategic Income Fund

Fund Details

The Laurium BCI Strategic Income Fund (the Fund) is a flexible strategic  unit trust investing primarily within the SA fixed income space. The Fund retains Melanie Stockigt’s outstanding long term track record, outperforming the benchmark per annum net of fees since inception. Melanie has continued to manage the multi-asset income fund with the same consistency and success as she had done in her days at Tantalum Capital and Coronation. Melanie has 25 years of experience in SA fixed income markets.

Investment Approach

The portfolio has a flexible mandate with no prescribed maturity limits for the securities in which it invests. It also has a flexible duration policy and seeks to protect capital in times of bond market weakness by following a defensive asset allocation strategy. In order to achieve its objective, the investments untilised may comprise a combination of assets in cash, money market instruments, bonds, debentures, convertible securities, cash deposits, corporate debt, listed property, preference shares, non-equity securities, equity securities and any other securities which are considered to be consistent with the portfolio’s primary objective and the Act may allow from time to time. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may include forward currency, interest rate and exchange rate swap transactions. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. Within the limits, the portfolio may utilise equity up to but not exceeding 10% of the portfolio’s net asset value.

Contact details

Boutique Collective Investments (RF) (Pty) Limited
Catnia Building, Bella Rosa Village, Bella Rosa Street, Bellville, 7530
Tel: +27 (0)21 007 1500/1/2
Email: clientservices@bcis.co.za
Website: www.bcis.co.za

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