Individual Investors
First Avenue launched its First Avenue SCI* General Equity Fund in March, 2011. The First Avenue SCI Focused Quality Fund was launched in 1991. The First Avenue SCI General Equity Fund (B1 class) and First Avenue SCI Focused Quality Fund (A class) are accessible through the Sanlam Glacier, Momentum Wealth and Investec platforms which are used by most financial advisors.
Our strategy is one of simple but strong intentions: valuation-driven equity investment management. All of our products are managed according to one investment philosophy and process.
Should you be interested in a global, multi-asset or income offering, see the strategies and links below from our partner business Northstar Asset Management.
View our latest Fund Factsheets.
Note: SCI refers to Sanlam Collective Investments
South African Funds
Latest Allocation
(As at 29 February 2024)
- Fixed Income
- Cash
- Equity
- Alternatives
- Fund
- Objective
- Risk Profile
- Allocation
- The Horizon
- More Information
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First Avenue SCI Focused Quality Fund
Substantial capital growth over the long-term with due regard for absolute risk by out-performing the market index by 3% p.a. over rolling 3 year periods.
High5-7 Years
View Factsheet -
Northstar BCI Income Fund
Regular and stable income. Managed in accordance with Regulation 28.
Low1-3 Years
View Factsheet -
Northstar BCI Managed Fund
Moderate to high long-term returns. Managed in accordance with Regulation 28.
Medium5 Years +
View Factsheet
Global Funds
Latest Allocation
(As at 29 February 2024)
- Fixed Income
- Cash
- Equity
- Alternatives
- Fund
- Objective
- Risk Profile
- Allocation
- The Horizon
- More Information
-
Northstar Global Income Fund (USD)
Provide capital stability and regular and stable income in the Global Market.
Low Medium3 Years +
View Factsheet -
Northstar Global Flexible Fund (USD)
Long-term capital growth by investing in various asset classes, predominantly in equity.
Medium High7 Years +
View Factsheet -
Northstar BCI Global Flexible Feeder Fund (ZAR)
Long-term capital growth by investing in various asset classes, predominantly in equity.
Moderate Aggressive7 Years +
View Factsheet -
Northstar BCI Global Flexible Fund (ZAR)
Long-term capital growth by investing in various asset classes, predominantly in equity.
Moderate Aggressive7 Years +
View Factsheet