• Hollard BCI Dynamic Income Fund B
  • Hollard BCI Equity Fund B
  • Hollard BCI Money Market Fund B
  • Hollard BCI Property Fund B
  • Hollard BCI Property Fund B

    About the fund:

    The primary investment objective of the fund is high levels of income and long-term capital growth, through investments in listed property shares, collective investment schemes in property and property loan stock and real estate investment trusts and other high-yielding securities.
     

    This fund is suitable for investors who:
    • Seek exposure to JSE-listed property securities to provide a combination of long-term capital growth and income
    • Are comfortable with stock market fluctuation, i.e. short- to medium-term volatility
    • Are prepared to take on some  risk of capital loss
    • Typically have an investment horizon of more than five years
    • Wish to use the Fund as a listed-property ‘building block’ in a diversified multi-asset class portfolio
       
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    FTSE/JSE All Property TR SA Real Estate - General Aggressive 23 January 2014     Quarterly (month-end Mar, Jun, Sep, Dec)

    NO

     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥55% ≤45%  <10%   ≥80%

    ≤10% in real estate companies only

    Factsheets:
    Latest Factsheet

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    Prices:
    Latest Price
    142.51

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    Date Range:
    Investor Report
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  • Hollard BCI Managed Growth Fund of Funds B
  • Hollard BCI Moderate Growth Fund of Funds B
  • Hollard BCI Conservative Growth Fund of Funds B
  • The Hollard BCI Yield-Plus Fund B
  • The Hollard Focused Global Equity Fund C
  • The Hollard BCI Focused Global Equity Feeder Fund C