Balondolozi BCI INCOME Fund
- The Fund is Reg.28 compliant.
Benchmark: STeFi Composite*110
Duration: 1-3 year ALBI
Risk: Low
Balondolozi Bond 27Four Fund
This fund aims to outperform the All Bond Index (ALBI) through the active management of duration versus the benchmark and substituting nominal RSA stock with inflation linked bonds and investment-grade high-yield credit bonds when the time is ideal. To fine tune the strategy and minimize capital depreciation in the short term quantitative techniques are employed through the use of derivatives.
- The Fund is Reg.28 compliant.
Benchmark: ALBI
Duration: ±2 years to ALBI
Risk: Medium
Balondolozi BCI ABSOLUTE RETURN Fund
This fund seeks to outperform inflation by 3% over the medium term and achieve no capital loses per annum through domestic asset allocation that blends strategies employed in the Balondolozi Money Market, Bonds, and Equity Funds. Derivative strategies are employed to minimize downside risk.
- The Fund is Reg.28 compliant.
Benchmark: CPI+3% over a rolling 3 year period
Risk: Low
Balondolozi BCI GLOBAL BOND Fund
The Balondolozi Global Bond Fund aims to generate returns above a global bond index over time, utilizing active bond management combined with strategies which aim to reduce risk. The portfolio invests predominantly in global bonds. The portfolio’s offshore exposure is greater than 80% of the portfolio’s asset value. To achieve this objective, the investment strategy is a Global Asset Allocation Fund that blends strategies employed in the Balondolozi Money Market, Bonds, and Active Equity Funds. The portfolio may also invest in participatory interests or any other form of participation in portfolios of collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio’s investment policy. The Fund is Reg.28 compliant.
Risk: Moderate
Balondolozi BCI GLOBAL EQUITY Bond Fund
The fund seeks to outperform the MSCI All Country World Index (ACWI) Index by 1% per annum through employing a portable alpha strategy. Portable alpha effectively separates the benchmark returns (beta) through proxy derivatives while generating alpha through a high yield fixed income strategy.
Risk: Aggressive