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SKYBLUE BCI FLEXIBLE FUND
Benchmark: 20% SteFI Composite and 80% FTSE JSE
Investment Objective
The Skyblue BCI Flexible Fund is a flexible asset allocation portfolio with
Investment Philosophy
The Skyblue BCI Flexible Fund is a flexible asset allocation portfolio that aims to deliver a moderate to high long-term total return. To achieve its objective, the investments typically included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest- Benchmark 20% SteFI Composite and 80% FTSE JSE bearing securities, bonds, debentures, corporate debt, equity securities, All Share Index property securities, preference shares, convertible equities and non-equity securities. The manager may invest in participatory interests or any other Fund Classification SA Multi Asset Flexible form of participation in portfolios of collective investment schemes or Distributions Semi-annual , which are consistent with the portfolio’s investment policy. The manager may invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, (PY): 0.87% which are consistent with the portfolio’s investment policy. The portfolio may occasionally invest in listed and unlisted financial instruments in accordance with the provisions of the Act and the Regulations thereto, as amended from time to time, to achieve the portfolio’s investment objective. The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.
Fund Information
Risk Profile
Monthly Returns (%)
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.00 | 1.00 | 2.00 | — | — | — | — | — | — | — | — | — | — |
| 2025 | 1.20 | 0.20 | -1.00 | 0.30 | 6.40 | 1.90 | 3.80 | 2.40 | 3.00 | 2.60 | -2.70 | 3.30 | 23.10 |
| 2024 | -3.70 | -2.60 | 2.00 | 4.30 | 1.10 | 2.30 | 1.60 | 2.20 | 4.30 | -2.70 | 0.50 | 0.60 | 10.10 |
| 2023 | -0.90 | -3.20 | 0.30 | -4.00 | 5.70 | 2.90 | -2.40 | -0.20 | -4.50 | 6.40 | 0.10 | -0.40 | — |
Fund Manager Commentary
Important Information
Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CIS are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. Commission and incentives may be paid and if so, would be included in the overall costs. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested.