The Orchard BCI Enhanced Income Fund's objective is to achieve a high level of sustainable income and stability of capital invested.
The Orchard BCI Enhanced Income Fund's objective is to achieve a high level of sustainable income and stability of capital invested.
The portfolio has prudential investment guidelines for retirement funds in South Africa, subject to a maximum equity exposure of 10% of the portfolio’s net asset value. Investments to be acquired for the portfolio may include equity securities, property securities, property-related securities, interest-bearing securities, non-equity securities, money market instruments, preference shares, and assets in liquid form.
The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may only include the following unlisted financial instruments for efficient portfolio management purposes: forward currency, interest rate, and exchange rate swap transactions.
The portfolio has prudential investment guidelines for retirement funds in South Africa, subject to a maximum equity exposure of 10% of the portfolio’s net asset value. Investments to be acquired for the portfolio may include equity securities, property securities, property-related securities, interest-bearing securities, non-equity securities, money market instruments, preference shares, and assets in liquid form.
The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may only include the following unlisted financial instruments for efficient portfolio management purposes: forward currency, interest rate, and exchange rate swap transactions.
The Orchard BCI Diversified Fund aims to deliver long-term total returns.
The Orchard BCI Diversified Fund aims to deliver long-term total returns.
The Fund aims to deliver long-term total return by investing across a diversified range of assets and asset classes. The manager will seek to capture opportunities by managing the portfolio’s asset allocation and equity selection. The portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities, and non-equity securities.
The portfolio may invest in participatory interests or any other form of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.
The Fund aims to deliver long-term total return by investing across a diversified range of assets and asset classes. The manager will seek to capture opportunities by managing the portfolio’s asset allocation and equity selection.
The portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities, and non-equity securities.
The portfolio may invest in participatory interests or any other form of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.
The Orchard BCI Worldwide Opportunity Fund is a global flexible portfolio with the objective to achieve maximum long-term return by exploring investment opportunities through asset class and geographical allocations.
The Orchard BCI Worldwide Opportunity Fund is a global flexible portfolio with the main objective to achieve maximum long-term return by exploring various investment opportunities through asset class and geographical allocations.
In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities, and non equity securities.
The portfolio may invest in participatory interests or any other form of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.
In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities, and non equity securities.
The portfolio may invest in participatory interests
or any other form of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.