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ISI BCI Protected Equity Fund

Capital preservation over the medium term

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 December 2020
ISI BCI Protected Equity Fund September 2020
ISI BCI Protected Equity Fund August 2020
ISI BCI Protected Equity Fund July 2020
ISI BCI Protected Equity Fund June 2020
ISI BCI Protected Equity Fund May 2020

Application forms

ISI application form - Individuals
ISI application form - Entities

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ISI BCI Enhanced Income Fund

The BCI Enhanced Income Fund gives investors the opportunity to invest in a liquid, unitised and regulated product that provides an efficient, after-tax income return relative to traditional cash holdings by investing predominantly in dividend-yielding securities.

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