Sasfin BCI Opportunity Equity Fund
The portfolio’s investment strategy focuses on individual stock selection from a bottom-up basis rather than a top-down investment process. The benchmark is the JSE All Share Index. The manager aims to identify special opportunities, including companies with potential for increasing dividend yields, companies with attractive return on equity ratios or potential to have strong return on equity ratios and other opportunities where the intrinsic value has not been fully recognized in the share price. The portfolio‘s equity exposure will always exceed 80% of the portfolio’s net asset value with the maximum offshore exposure as per regulatory limits. The portfolio may from time to time invest in listed and unlisted financial instruments such as forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.
Why should you invest in this strategy?
You should invest in this fund if you are looking to achieve long term capital growth achieved by stock selections predominantly in the domestic equity market.
Watch the video below to learn more about this investment strategy.
Our awards
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund
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Contact your financial advisor or a Sasfin financial advisor today to find out more about investing with Sasfin Asset Managers.
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