You can participate in BlueAlpha’s award winning investment performance across a range of managed unit trusts.
BlueAlpha BCI All Seasons Fund
BlueAlpha BCI Equity Fund
BlueAlpha BCI Global Equity Fund
BlueAlpha BCI Balanced Fund
When it comes to investing to meet your long term financial goals you should consult your investment advisor to ensure you have investments that are suitable to your risk profile.
Fund objective: To provide investors consistent returns with capital growth in excess of the South African Inflation rate.
Benchmark: CPI + 5%
Risk profile: Medium | Medium - High
Portfolio Managers: BlueAlpha
Fund objective: To deliver a high long-term total return for investors. The Fund aims to consistently outperform the benchmark and achieve a top quartile sector ranking.
Benchmark: 75% FTSE JSE SWIX J403T & 25% MSCI All Country World Index
Risk profile: HIGH
Portfolio Managers: Gary Quinn & Kyle Rix
Fund objective: The primary objective of the BlueAlpha BCI Global Equity Fund is to offer investors a high long term total return by investing across global equity markets. The fund is primarily focused on investing in developed market equities. The investment style is to invest in dominant, high quality businesses which have a history of developing both growth and real economic value.
Benchmark: 80% MSCI World Index & 20% US Libor rate calculated over a rolling 1 year period
Risk profile: High
Portfolio Managers: Richard Pitt & Walter Jacobs
Fund objective: While still a Regulation 28 compliant portfolio, the fund aims to achieve high capital growth through maximising exposure to both local and global equity, as well as through sizable exposure to property. We believe this positioning will provide investors with the best opportunity to beat inflation, thereby achieving real wealth creation in the medium to long term.
Benchmark: Average return of the ASISA Multi-Asset High Equity category
Risk profile: Medium
Portfolio Managers: Walter Jacobs & Richard Pitt
Our skills are in equity selection and asset allocation – we manage domestic and global equity mandates as well as domestic balanced funds.
We have well-established track records of alpha generation and top quartile returns.
The investment process uses a unique combination of quantitative techniques and fundamental analysis to seek out those characteristics we know give your portfolio the best chance of out-performing.
Portfolio risks are well understood and controlled.
Find out more about some of the funds we offer below.
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