"Best in class" strategy to enhance long-term success and sustainability

Earlier this year, Efficient Select’s investment strategy changed from in-house asset management to a “best in class” model. Each fund is outsourced to a reputable asset manager with significant experience. Click here for more information. Given the new investment strategy, the Efficient Group decided to rebrand the Efficient funds to Select.

The following asset managers have been appointed:                                          

 Previous Fund Names  New Fund Names  Asset Manager
 Efficient BCI Equity Fund  Select BCI Equity Fund  Investec Wealth & Investment
 Efficient BCI Balanced Fund  Select BCI Balanced Fund  Obsidian Capital
 Efficient BCI Cautious Fund  Select BCI Cautious Fund  Fairtree Capital
 Efficient BCI Fixed Income Fund  Select BCI Fixed Income Fund  Ashburton Investments
 Efficient BCI Property Fund  Select BCI Property Fund  Instit (Top 10 equal weighted property index)
 Efficient BCI Worldwide Flexible Fund  Select BCI Worldwide Flexible Fund  BlueAlpha Investment Management

“There are many advantages to a ‘best-of-breed’ portfolio management arrangement of this nature,” says Efficient Group CEO, Heiko Weidhase. “It enables us to benefit from economies of scale and to position the funds in our single-manager portfolio for maximum growth. This is expected to translate into greater flexibility and sustainable investment returns for our clients.”

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