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Northstar BCI Global Flexible Fund (ZAR)

This medium-high risk fund is ideal for investors who require long-term capital growth by investing in various asset classes, predominantly in equity. The recommended investment time horizon is 7+ years.

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Fund Performance

Northstar BCI Global Flexible Fund (ZAR)

Who should invest

This moderate to high risk fund is ideal for investors seeking meaningful growth of capital from a diversified portfolio of global equities and other assets. The fund’s aim is to outperform global flexible fund peers. An investment time horizon of at least 7 to 10 years is recommended.

Returns reflected below the chart are annualised. Source: Bloomberg, MorningStar and Northstar Asset Management.

Horizon:

  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • SINCE INCEPTION
FUND RETURN

Benchmark Return

Outperformance

Benchmark Return

Outperformance

  • Invests in various asset classes worldwide.
  • A high conviction portfolio.
  • Provides maximum capital growth over the long-term.
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Invest Now

Invest with Northstar directly

We can assist you with making direct investments but without financial advice. Direct investments via Northstar are subject to certain minimums.  Simply get in touch with our client service team by emailing admin@northstar.co.za.

Speak to your financial advisor

Our Northstar SCI Global Flexible Fund is only available directly.  Please consult your financial advisor for further information.

Requirements For This Fund

  • R 5 000 000
    • Certified Copy of both sides of ID Document with 3 specimen signatures (Certifier needs to state “signature belongs to ID Holder”).
    • Proof of Address (not older than 3 months) e.g. utility bill, rates, Telkom.
    • Proof of Banking details (not older than 3 months).
    • SARS document containing name and tax number.

  • Available: Direct

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About This Fund

Latest Allocation

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
Management Date
12 January 2016
Sector
Global - Multi Asset - Flexible
Fund Size
R 639 million
Minimum Investment
Lump sum: R 5 000 000
Latest Distribution
0.06 cpu (30/06/2019)
INVESTMENT MANAGEMENT FEE
1.25 p.a. (Excl VAT)
Risk Profile
Moderate Aggressive
Allocation
Time Horizon
7 Years +
Regulation 28
No
Benchmark
ASISA Category Avg: Global – Multi Asset – Flexible Allocation
Fund Classification
Global - Multi Asset - Flexible

View Fund Range By Strategy

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