Unit Trusts
Bateleur Capital had been managing funds on behalf of clients since 2004 across our suite of investment products.
We manage two unit trusts:
Bateleur Flexible Prescient Fund – a flexible asset allocation fund launched in 2010, which aims to produce returns in excess of inflation over the medium term whilst placing a premium on protecting investor capital
Bateleur Equity Prescient Fund – a South African general equity fund launched in 2012, which aims to generate returns in excess of the JSE Shareholder Weighted All Share index over the medium to long term
Please contact us for a more specific discussion
Bateleur Flexible Prescient Fund
Fund Structure
South African – Multi Asset – Flexible
Benchmark
CPI + 4%
Risk Profile
Moderate
Fund Objective
The fund aims to generate returns in excess of inflation over the medium to longer term, whilst placing a high premium on protecting investor capital.
Liquidity
Daily
Bateleur Equity Prescient Fund
Fund Structure
South African – Equity – General
Benchmark
FTSE/JSE Capped Shareholder Weighted All Share Index
Risk Profile
High
Fund Objective
The fund aims to generate returns in excess of the JSE Capped Shareholder Weighted All Share Index over the medium to longer term, within acceptable risk parameters.
Liquidity
Daily
