Sasfin BCI Prudential Fund

The portfolio is actively managed in order to benefit from positive market conditions and to provide a limited measure of capital and income protection during negative market conditions. The investments for the portfolio will include listed property related securities, equity securities, preference shares, non- equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form. The portfolio may from time to time invest in
listed and unlisted financial instruments. The portfolio may also include unlisted forward currency, interest rate and exchange rate swap transactions.

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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 and income normally associated with the investment structure of a moderate risk profile retirement fund.

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.

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Arno Lawrenz

Chief Investment Officer

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Raphi Rootshtain

Portfolio Manager, Asset Management

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Picture of Veenesh Dhayalam

Veenesh Dhayalam

Head: Asset Management Research

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Contact a financial advisor today

Contact your financial advisor or a Sasfin financial advisor today to find out more about investing with Sasfin Asset Managers.

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