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

JSE Shareholder Weighted All Share Index

Risk Profile

High

Fund Objective

The fund aims to generate returns in excess of the JSE Shareholder Weighted All Share Index over the medium to longer term, within acceptable risk parameters.

Liquidity

Daily