• Hollard BCI Dynamic Income Fund B
  • Hollard BCI Equity Fund B
  • Hollard BCI Equity Fund B

    About the fund:

    The primary investment objective of the fund is medium to long-term capital growth, through investments in selected shares across all industry groups as well as across the range of large, mid and smaller cap shares, with a risk / return profile comparable with that of the overall JSE equities market.
     

    This fund is suitable for investors who:
    • Seek exposure to JSE-listed equities to provide long-term capital growth
    • Are comfortable with stock market fluctuation, i.e. short- to medium-term volatility
    • Are prepared to take on the risk of capital loss
    • Typically have an investment horizon of more than seven years
    • Wish to use the Fund as an equity ‘building block’ in a diversified multi-asset class portfolio
       
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    ASISA Sector Median SA Equity - General     Aggressive 23 January 2014     Bi-Annual (February & August)  

    No

     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥55% ≤45%    ≤10%    

    >80%

    Factsheets
    Latest Factsheet

    To download a .csv file of historic factsheet select options below:

    Select a year
    • Select a year
    • 2014
    • 2015
    • 2016
    • 2017
    • 2018
    • 2019
    • 2020
    • 2021
    • 2022
    • 2023
    • 2024
    Select a month
    • Select a month
    Prices:
    Latest Price
    170.93

    To download a .csv file of historic prices select date ranges below:

    Date Range:
    Investor Report
    Download the latest Investor Report:
  • Hollard BCI Money Market Fund B
  • Hollard BCI Property Fund B
  • Hollard BCI Managed Growth Fund of Funds B
  • Hollard BCI Moderate Growth Fund of Funds B
  • Hollard BCI Conservative Growth Fund of Funds B
  • The Hollard BCI Yield-Plus Fund B
  • The Hollard Focused Global Equity Fund C
December
SunMonTueWedThuFriSat
123456789101112131415161718192021222324252627282930311234567891011