Sequoia BCI SA Equity Fund
Who should invest
The portfolio is suited for investors:
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With a time horizon of five (5) years to invest;
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Looking for high long-term capital growth;
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Looking for a domestic only general equity portfolio.
ASISA Category
South Africa Equity General
Benchmark
FTSE/JSE Capped SWIX (J433T) Index
Platform Availability
Allan Gray, Glacier, Momentum Wealth, Ninety One, PPS, Stanlib, Sygnia
Structure
Unit Trust
Why the Sequoia BCI SA Equity Fund
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The portfolio is researched, constructed and managed by a discretionary manager with a skilled team.
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The portfolio has multiple levels of diversification by blending active managers and indexed instruments. The portfolio is well suited as a core equity block within an investor's overall portfolio.
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The portfolio is not Regulation 28 compliant for investors.
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The portfolio can only invest in South African equities and may not invest offshore.
The fund is regulated by the Collective Investment Schemes Control Act and have a separate legal status. It is regulated by the same legislation that applies to Linked Investment Services Providers (LISPs), namely the Stock Exchanges Control Act and the Financial Markets Control Act.