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| Bci Income Plus Fund Fact Sheet MDD |
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Bci Income Plus Fund Fact Sheet MDD
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The core aim of this unit trust is seeking opportunities to delivery hgh levels of income and stability of capital invested.
The fund will mainly invest interest bearing securities , as well as preference shares , equity securities and other liquid form of assets.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Aug 2008 |
18 years ago |
| Fund Benchmark |
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| Stefi + 2% |
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| Bci Income Plus Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.26 |
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| Q2 of 2023 | 2.09 |
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| Q1 of 2023 | 1.78 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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