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.

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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

<h4>Best Cautious Allocation Fund for the Sasfin BCI Stable Fund</h4>
Morningstar Awards | 2022

Best Cautious Allocation Fund for the Sasfin BCI Stable Fund

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2021

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2020

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2021

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2020

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2019

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2018

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Meet the Fund Managers

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

Picture of Errol Shear

Errol Shear

Fund Manager

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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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