“Creating unique and differentiated best in class fund solutions”

SELECT BCI EQUITY MDD

managed by Fairtree Asset Management

Background

The Select BCI Equity Fund is a general equity portfolio that aims to provide investors with high long-term capital growth.

Investment Philosophy and Process

The portfolio’s net equity exposure will be a minimum of 80% of the portfolio’s asset value. The portfolio’s investment universe consists of local and global equity securities, preference shares, property shares and property related securities listed on exchanges, interest bearing instruments as well as assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.

Investment Manager 

  • Efficient Select (Pty) Ltd is an authorised Financial Service Provider FSP 859. Appointed sub-investment manager: 
  • Fairtree Asset Management (Pty) Ltd (FSP 25917). Additional information, including application forms, annual or quarterly reports can be obtained from BCI, free of charge or can be accessed on our website www.bcis.co.za. 
  • Valuation takes place daily and prices can be viewed on our website (www.bcis.co.za) or in the daily newspaper. 
  • Actual annual performance figures are available to existing investors on request. 
  • Upon request the Manager will provide the investor with portfolio quarterly investment holdings reports.

CORE INVESTMENT TEAM

ASSET CLASS EXPOSURE
SA Cash
7.50%
SA Bonds
17.50%
SA Property
7.50%
Global Equity
17.50%
SA Equity
50.00%
Portfolio
100.00%

Stephen Brown

  • Equity Portfolio Manager
  • BCom, MBA, CFA
  • Joined Fairtree in 2011
  • 23 years’ experience

Jacobus Lacock

  • Macro Strategist
  • BCom (Financial Economics), CFA
  • Joined Fairtree in 2011
  • 16 years’ experience
Team member Position Qualifications Years’ experience
Paul Crawford
Fixed Income Portfolio Manager
BSc Eng Elec, MBA, CFA
16
André Malan
Portfolio Manager
B Comm, MBA
26
Rob Hart
Property Portfolio Manager
CA (SA), CFA
24