Bateleur BCI SA Equity Fund

As of 31 January 2026

FUND DETAILS

The Bateleur BCI SA Equity Fund is a South African equity fund which aims to deliver returns in excess of the JSE Capped SWIX over the medium to longer term, while maintaining acceptable risk parameters. The Fund invests in selected shares across all sectors and across the spectrum of large, mid, and small-cap companies. Although permitted to invest in offshore jurisdictions, the Fund is intended as a core building block for investors and accordingly focuses on South African markets.

Fund Facts

BENCHMARK
JSE Capped SWIX
RISK PROFILE
High
LIQUIDITY
Daily
FUND INCEPTION DATE

April 2015

ASISA CATEGORY

South African Equity
South African General

MINIMUM INVESTMENT
R 20,0000 lump sum
OR R 2,000 debit order

Fund Managers

Charl Gous, CFA
Director & Portfolio Manager
Warren Riley, CFA
Portfolio Manager
Bheki Mthethwa
Portfolio Manager