ISI BCI Protected Equity Fund

Capital preservation over the medium term

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Suitable for investors with a medium to longer-term investment horizon who require participation in the equity market whilst limiting losses in extreme negative markets. 

 

The Investec Specialist Investments BCI Protected Equity Fund is a moderate to high-risk profile equity biased portfolio with the objective to provide investors with capital preservation over the medium term by providing meaningful exposure to the equity markets whilst simultaneously protecting the portfolio against severe equity market returns.

 

Protection strategies will include the use of financial instruments for efficient portfolio management purposes to reduce volatility and to provide protection against the full impact of negative equity market conditions in order to achieve its objective.

Why the BCI Protected Equity Fund?

 

  • Capital is preserved whilst retaining meaningful uncapped upside to local equity markets 
  • Earn 80-90% of the upside growth in local equity markets, whilst limiting losses to circa 10% 
  • Volatility is about a third less than that of local equity markets
  • Daily liquidity provides ongoing access to the Fund
Takes the fear out of investing in the equity markets

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MDD's

ISI BCI Protected Equity Fund February 2021 PDF 1.12 MB
ISI BCI Protected Equity Fund January 2021 PDF 1.11 MB
ISI BCI Protected Equity Fund December 2020 PDF 1.24 MB
ISI BCI Protected Equity Fund October 2020 PDF 1.24 MB
ISI BCI Protected Equity Fund September 2020 PDF 1.11 MB
ISI BCI Protected Equity Fund August 2020 PDF 1.97 MB
ISI BCI Protected Equity Fund July 2020 PDF 1.12 MB
ISI BCI Protected Equity Fund June 2020 PDF 1.12 MB
ISI BCI Protected Equity Fund May 2020 PDF 1.23 MB

Application forms

ISI application form - Individuals PDF 565.66 KB
ISI application form - Entities PDF 575.15 KB

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Disclaimer

Investec Specialist Investments Fund Managers (Pty) Ltd  is a licensed financial services provider (FSP 48518)

 

The document should not be seen as an offer to purchase any specific product and is not to be construed as advice or guidance in any form whatsoever. Investors are encouraged to obtain independent professional advice before investing in a product. Investec accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this communication. Investec does not make representation that the information provided is appropriate for use in all jurisdictions or by all Investors or other potential Investors. Parties are therefore responsible for compliance with applicable local laws and regulations.

 

The Conflicts of Interest Management Policy and the Complaints Resolution Policy may be accessed on www.investec.com/isi or may be requested from the Compliance Department. Investec Specialist Investments may not request or induce in any manner a client to waive any right or benefit conferred on the client by or in terms of any provision of the FAIS General Code of Conduct, or recognise, accept or act on any such waiver by the client.

 

Investec Specialist Investments Fund Managers (Pty) Limited, a wholly owned subsidiary of Investec Group Limited. Reg. No. 1925/002833/06.