The Core of Your Portfolio
The Custodian BCI Balanced Fund is designed to serve as the core holding in client portfolios, targeting a moderate to high total return over the medium to long term. By using a disciplined, rule-based approach and low-cost passive instruments, the Fund consistently delivers broad market exposure without relying on market timing decisions. This structure brings simplicity, reliability and efficiency to portfolio construction.
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At the heart of the strategy lies the SALM (South African Large Manager) watchlist, a curated group of South Africa's largest and most influential Balanced Fund managers. Since Q4 2022, the Fund has mirrored the average asset allocation of this group, giving investors invaluable access to the insight, positioning, and research of the country's leading active managers.
Proven, Consistent and Advisor-Friendly
By removing the need to switch between balanced funds and eliminating selective fund timing risk, the Fund allows advisors to focus on clients rather than markets. Both age, and asset allocation processes have ensured the strategy has demonstrated strong performance since October 2022, proving its effectiveness and delivering real benefits to both advisors and investors.
The Custodian BCI Balanced Fund does not charge performance fees and is Regulation 28 compliant, making it eligible.
At Custodian, we believe in simple products, done well.