The Mazi BCI Stable Fund aims to provide investors with a high level of income and stable capital growth.
The fund aims to provide stable, inflation-beating returns over the medium term by investing in a diversified mix of equities, bonds, property, and cash, with a strong emphasis on capital preservation and low volatility. The fund targets a return of CPI + 2% to 3% per annum over rolling 3-year periods, with lower risk than high-equity balanced funds.
This fund is suitable for investors who seek steady and consistent returns with lower risk profile. The fund will achieve some growth while remaining focused on income & capital preservation. The fund has a medium investment horizon (3 years) and a low to moderate risk appetite.
Regulation 28: Yes
Benchmark: ASISA SA Multi Asset Low Equity
Risk Profile: Low - Moderate
Launch Date: 30 June 2025
Minimum Investment: None
Ideal Investment Timeframe: 3 years or more
