The Mazi BCI Balanced Fund aims to generate a moderate to high long-term total return by investing a diversified spread of investable asset classes.
The funds maximum equity exposure is capped at 75% and the maximum fixed income exposure is 30%. The fund may also allocate up to 45% in offshore investments. The fund’s volatility levels reflect a moderately aggressive risk profile (consistent with high-equity exposure), with a low level of income considerations. It aims to outperform CPI plus 5% per annum over a rolling 3-year period.
The portfolio is suitable for investors with a moderately aggressive investor profile, seeking a maximum capital growth over the long term with moderately high volatility over the short to medium term. It’s best for investors with a minimum 3-year investment horizon.
Regulation 28: Yes
Benchmark: ASISA SA Multi-Asset High Equity
Risk Profile: Moderate to High
Launch Date: 30 June 2025
Minimum Investment: None
Ideal Investment Timeframe: 5 years or more
