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MULTI ASSET
Granate BCI Flexible Fund
This fund is suitable for individuals who are investing for the long term and are seeking capital growth. It aims to deliver inflation + 6% over periods of seven years and longer. The fund could be significantly invested in shares at times, resulting in volatility. It is allowed to be fully invested in shares. Aggregate offshore exposure will not exceed 45%.
Granate BCI Balanced Fund
This fund is suitable for individuals who are investing for the long term and are seeking capital growth. It aims to deliver inflation + 5% over periods of seven years and longer. The fund could be significantly invested in shares at times, resulting in volatility. It is managed to comply with the prudential guidelines for South African retirement funds. However, to enjoy retirement fund tax benefits, it must be accessed via a retirement product. Total exposure to shares may not exceed 75% and aggregate offshore exposure may not exceed 45%.