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| Bci Income Plus Fund Fact Sheet MDD |
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Bci Income Plus Fund Fact Sheet MDD
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The core aim of this unit trust is seeking opportunities to delivery hgh levels of income and stability of capital invested.
The fund will mainly invest interest bearing securities , as well as preference shares , equity securities and other liquid form of assets.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Aug 2008 |
17 years ago |
| Fund Benchmark |
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| Stefi + 2% |
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| Bci Income Plus Fund Unit Prices |
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N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.26 |
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| Q2 of 2023 | 2.09 |
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| Q1 of 2023 | 1.78 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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