Unit Trusts
36ONE Unit Trusts
The 36ONE BCI Flexible Opportunity Fund was launched in 2005 and is a flexible asset allocation portfolio with the primary objective of generating significant capital growth over the medium to long term.
The 36ONE BCI Equity Fund was launched in 2012 and is a general equity portfolio with the primary objective of generating significant capital growth over the long term.
The 36ONE BCI SA Equity Fund was launched in 2014 and is a domestic equity portfolio with the primary objective of generating significant capital growth over the long term.
The 36ONE BCI Global Equity Feeder Fund was launched in 2020 with the primary objective of generating sustainable capital growth by investing predominantly in global equities listed on recognised markets.
| 36ONE BCI Flexible Opportunity Fund | 36ONE BCI Equity Fund | 36ONE BCI SA Equity Fund | 36ONE BCI Global Equity Feeder Fund | |
|---|---|---|---|---|
| FSCA regulated unit trust | FSCA regulated unit trust | FSCA regulated unit trust | FSCA regulated unit trust | |
| Moderate-High risk | High risk | High risk | High risk | |
| No minimum or maximum exposure to equities | Minimum of 80% exposure to equities | Minimum of 95% exposure to equities | Minimum of 80% exposure to equities | |
| Maximum of 45% exposure to international assets | Maximum of 45% exposure to international assets | No exposure to international assets | Maximum of 100% exposure to international assets | |
| Read More | Read More | Read More | Read More |