SHARENET BCI GLOBAL
BALANCED FOF

The fund aims to maximise long-term investment growth by investing in a range of offshore opportunities available in global markets around the world.

Risk profile Exposure Min investment
Moderate Max 75% Equity R 25,000 Lump Sum
Aggressive Min 80% Offshore R 1,000 Monthly
Min investment
R 25,000 Lump Sum
R 1,000 Monthly

SHARENET BCI GLOBAL BALANCED FOF

FUND OVERVIEW
The Sharenet BCI Global Balanced Fund of Funds is a moderate to aggressive risk profile global portfolio that aims to provide investors with a high long-term total return by way of investing actively across global asset classes. This fund is an FSB regulated unit trust that provides you with convenient access to offshore investments. You can gain access to global markets, the best of breed managers and shares such as Facebook and Apple while protecting against the risk of local politics.
INVESTOR PROFILE
The fund is suitable for investors seeking exposure to foreign equity markets to access a broader opportunity set. Investors seeking exposure to foreign markets and who want to access a broader opportunity set. Who are over-exposed to South African investments and seek to diversify their portfolios into foreign markets.
LAUNCH DATE9 Jun 2017
FUND CLASSIFICATIONGlobal Multi Asset High Equity
BENCHMARKCPI+5% over rolling 12 months
TERN/A
FEES (Excl. VAT)1.25%
PORTFOLIO SIZER 82 Million

RISK PROFILE

FUND ATTRIBUTES


INVESTMENT TERM
3-5+ Years

MIN INVESTMENT AMOUNT
Lump Sum: R 25,000
Monthly: R 1,000

INVESTMENT GOAL
Currency Diversification |
Capital Growth

RISK PROFILE
7/10

INCOME REQUIREMENT
No

REGULATION 28
No

GLOBAL ACCESS

The fund offers you a combination of the best global managers and very cost-efficient tracker funds and ETF's (exchange traded funds). This allows us to manage the asset allocation using these instruments and at the same time to offer one of the most affordable global funds to our investors. Invest in ZAR but your investment exposure is in foreign currencies like USD, GBP, EUR and YEN. No exchange control or SARB approval required.

EXPERIENCED TEAM

The Sharenet team has been managing fund-of-funds for years and have built up a formidable track record. We manage the asset allocation of the fund and place the funds with the best managers in those asset classes.

AFFORDABLE

From as little as R 1 000 you are able to access many international sectors like technology that are underrepresented in the South African market. Alternatively, you can start with a R 25 000 deposit and maintain liquidity, meaning you can make a withdrawal at any time.

BUILDING BLOCK APPROACH

Our professional, and experienced team select reputable managers who have shown that they can consistently outperform their benchmarks. Our research has shown that combining managers with different complimentary styles can boost return as well as the stability of the return. We carefully analyse the management styles of the different managers and then use quantitative techniques to determine the optimum combination.

FUND FAQ'S

  • A unit trust is a pool of investors' money that is used to invest in financial instruments such as equities and bonds. The pool is divided into equal units owned by the investors in the fund who then share in the fund’s gains and losses. Unit trusts generally provide investors with well-diversified portfolios.

  • No. There is no set investment period. You decide when and how much you want to invest and you can withdraw your funds at any time. Debit orders can also be amended/cancelled at any point in time should you become unable to continue contributions to your investment. There are no penalties when you decide to withdraw from your investment.

  • You can instruct additions or withdrawals of your investment online (clients with online access only), by completing the relevant forms or by contacting Sharenet on 021 700 4800. Withdrawals will take 2 business days to be processed.

  • We have partnered up with BCI to assist with the administration of the Sharenet unit trusts. This allows us to focus solely on managing our portfolios.

  • A LISP is effectively an investment administration and product packaging business and is licensed to buy and sell units in collective investment schemes (unit trusts) on your instruction. It enables you to invest in a wide range of collective investment schemes, such as unit trust funds, via one source.

  • You will receive statements from Boutique Collective Investments (BCI), which acts as the management company for Sharenet and is responsible for the administration of the fund. BCI also offers online access (which must be indicated on the application form) to investors.

  • Once Sharenet has received a completed application and supporting documents, the investor's account will be opened within 2 business days. The investor will receive an email from BCI confirming the account opening.

  • Yes. Investment in a unit trust is available for minors and requires additional details and FICA of a parent or guardian.

  • Your unit trust investment falls into your deceased estate, and may therefore be subject to Estate Duty. On receipt of the prescribed death notification, Sharenet will only act on the instructions received from the executor of your estate.

  • No. You can invest in Sharenet unit trusts directly from Sharenet, without incurring broker commissions or advice fees. Alternatively, if you have a financial adviser, you can make the investment via your adviser. The advice fee is negotiated between you and your financial adviser or broker.

  • Yes, this requires an income tax number. The income will be deemed to be your income, so it would be your tax number.

  • Yes. Unit trusts are collective investment schemes that are regulated by the Financial Services Board (FSB) - soon to be renamed the Financial Sector Conduct Authority (FCSA). The legal structure prevents anyone from taking your money and any withdrawals from your investment can only be made to the bank account you specify on your application form. Our custodian (Standard Bank) is responsible for the safe keeping of your investment.

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