Funds & Performance

Individual Investors & IFA’s
You can participate in BlueAlpha’s award winning investment performance across a range of managed unit trusts. When it comes to investing to meet your long-term financial goals, it is best to consult your investment advisor to ensure that your investments are suitable for your risk profile.

Retail

01 Global Equity

BlueAlpha BCI Global Equity Fund

Fund objective: The primary objective of the BlueAlpha BCI Global EquityFund 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, with an investment style focused on investing 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

02 General Equity

BlueAlpha BCI  Equity Fund

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

03 Flexible

BlueAlpha BCI All Seasons Fund

Fund objective: To provide investors with consistent returns on capital growth in excess of the South African inflation rate.

Benchmark: CPI + 5%
Risk profile: Medium | Medium – High
Portfolio Managers: BlueAlpha

04 Balanced

BlueAlpha BCI Balanced Fund

Fund objective: To provide investors with consistent returns on capital growth in excess of the South African inflation rate.

Benchmark: CPI + 5%
Risk profile: Medium | Medium – High
Portfolio Managers: BlueAlpha

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Institutional

Institutional Investors

Our skills encompass equity selection and asset allocation. We manage domestic and global equity mandates as well as domestic balanced funds. We have a well-established track records of alpha generation and top quartile returns. The investment process makes use of a unique combination of quantitative techniques and fundamental analyses to seek out the characteristics we know will give your portfolio the best chance of out-performing. 

Portfolio risks are well understood and controlled. For more information about working with BlueAlpha or to arrange a meeting with our team, please contact us.

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