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Northstar BCI Income Fund

This low-risk fund is ideal for investors who require regular and stable income that targets inflation beating returns over the long-term, while actively managing risk of capital loss in the short-term. The recommended investment time horizon is 1-3 years. Managed in accordance with Regulation 28.

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Fund Performance

Northstar BCI Income Fund

Who should invest

This low risk fund is ideal for investors seeking consistent above cash and inflation returns whilst generating a healthy income from a diverse portfolio of actively managed income assets. This fund is managed in accordance with Regulation 28, making it suitable for retirement capital. An investment time horizon of at least 3 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

  • Provides investors with regular and stable income.
  • Targets inflation beating returns over the long-term.
  • High liquidity profile and well diversified across asset classes.
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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

Northstar’s funds are available via all the major local and offshore LISPS (linked Investment Services Providers). Please contact us for further information on how to invest via a LISP should that be your preference.

Requirements For This Fund

  • R 10 000
  • R 500
    • Certified Copy of both sides of ID Document with 3 specimen signatures.
    • 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.

  • Our unit trust range can be accessed via a number of platform providers. Please contact us for further information.

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About This Fund

Latest Allocation

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
Management Date
22 July 2014
Sector
South African - Multi Asset - Income
Fund Size
R 599 million
Minimum Investment
Lump sum: R 10 000
Monthly: R 500
Latest Distribution
1.42 cpu (30/06/2023)
INVESTMENT MANAGEMENT FEE
0.85% p.a. (Excl. VAT)
Risk Profile
Low
Allocation
Time Horizon
1-3 Years
Regulation 28
Yes
Benchmark
110% STeFI Call Deposit
Fund Classification
South African - Multi Asset - Income

* This is the date Northstar began the management of the fund

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