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.
01 Global Equity
BlueAlpha FR Global Equity Fund
Fund objective: The primary objective of the BlueAlpha FR 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, 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: Average of the Global – Equity – General ASISA category
Risk profile: High
Portfolio Managers: Richard Pitt & Walter Jacobs
02 General Equity
BlueAlpha FR 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: SA Equity General – ASISA Category
Risk profile: High
Portfolio Managers: Gary Quinn & Walter Jacobs
03 Flexible
BlueAlpha FR 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 FR Balanced Fund
Fund objective: To provide investors with consistent returns on capital growth in excess of the South African inflation rate.
Benchmark: Average of the SA – Multi Asset – High – Equity ASISA category
Risk profile: Medium | Medium – High
Portfolio Managers: BlueAlpha
