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Mazi BCI Inflation Beater Fund | South African–Multi Asset–Low Equity
Reg Compliant
1.0206    -0.0006    (-0.059%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 6 Jan 2026
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 6 Jan 2026
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 6 Jan 2026
Fund Size (ZAR) 68 922 450
Latest Price 1.02
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Mazi BCI Inflation Beater Fund aims to provide investors with inflation beating long term total returns over any rolling 12-month period at relatively low volatility levels. This will be achieved through active asset allocation and by limiting the portfolio's equity exposure to maximum 30% of the portfolio's net asset value. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. To achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, equity securities, notes, property securities, preference shares, convertible equities, interest bearing instruments and non-equity securities....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
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