ID Capital BCI Balanced Fund

The Anchor as we call it here at ID Capital, or the ID Capital BCI Balanced Fund as you would know it, is your anchor holding you steady at sea. Together you will weather everything from still waters to storms.

ID Capital BCI Balanced Fund

The Anchor as we call it here at ID Capital, or the ID Capital BCI Balanced Fund as you would know it, is your anchor holding you steady at sea. Together you will weather everything from still waters to storms.

This Fund has a moderate to high risk profile

The ID Capital BCI Balanced Fund aims to provide investors with a moderate long term total return.

ASISA Category: SA Multi Asset Medium Equity

Benchmark: ASISA category average

Total Investment Charge: N/A*

Time horizon: medium to long term

Equity exposure: up to 60%

*TIC will be made available in due course

This Fund has a moderate to high risk profile

The ID Capital BCI Balanced Fund aims to provide investors with a moderate long term total return.

ASISA Category: SA Multi Asset Medium Equity

Benchmark: ASISA category average

Total Investment Charge: N/A*

Time horizon: medium to long term

Equity exposure: up to 60%

*TIC will be made available in due course

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Please Note:

On 1 July 2024, the ID Capital Balanced Fund was converted from a balanced fund of funds to a balanced fund. Due to this change in fund classification, the Fund lost its performance history. Figures such as Total Expense Ratio and Total Investment charge will be made available one year after the change took place.