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Northstar BCI Managed Fund

This medium-risk fund is ideal for investors who require a moderate to high long-term total return. The recommended investment time horizon is 5+ years. Managed in accordance with Regulation 28.

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Fund Performance

Northstar BCI Managed Fund

Who should invest

This medium-risk fund is ideal for investors seeking steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets. The fund is managed in accordance with Regulation 28, making it suitable for building up long-term retirement capital. An investment time horizon of at least 5 to 7 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

  • A core multi-asset fund.
  • Diversified asset exposures to protect against risk.
  • Moderate to high long-term total returns.
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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
01 August 2011
Sector
South African - Multi Asset - High Equity
Fund Size
R 1 billion
Minimum Investment
Lump sum: R 10 000
Monthly: R 500
Latest Distribution
3.76 cpu (30/06/2023)
INVESTMENT MANAGEMENT FEE
1.10% p.a. (Excl. VAT)
Risk Profile
Medium
Allocation
Time Horizon
5 Years +
Regulation 28
Yes
Benchmark
ASISA Category Avg: SA - Multi Asset - High Equity
Fund Classification
South African - Multi Asset - High Equity

* This is the date from when Northstar commenced management of the fund

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