| Focus and Objective |
The investable universe of the portfolio will include equity and property securities, including companies that derive a material portion of their income from property investment, property collective investment schemes, property loan stock, interest bearing instruments and securities, preference shares, non-equity securities and assets in liquid form. The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio's investment objective. The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.
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Latest Fund Manager Comment / News |
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| The investment objective of the Plexus Wealth BCI Flexible Property Income Fund aims to ...more |
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| News Archive |
| Click here for complete news archive for this fund. |
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Top Holdings on 30 Jun 2019 |
| Share |
No Units |
Value (Rm) |
% of Fund |
| U-SBKCMM |
36 666 676 |
36.89 |
17.99% |
| EPP |
622 306 |
12.60 |
6.15% |
| STOR-AGE |
853 033 |
12.24 |
5.97% |
| TOWER |
1 829 859 |
10.98 |
5.35% |
| GROWPNT |
441 484 |
10.71 |
5.22% |
| Totals |
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83.42 |
40.68% |
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Comparative Performance |
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| Portfolio Structure as at 30 Jun 2019 |
| Click here for complete portfolio for this fund. |
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| Dividend Data |
| Click here for Dividend History for this fund. |
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| Fees and Charges |
| Click here for fees and charges for this fund. |
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| Sectoral Information |
| Click here for Sectoral Information for this fund. |
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