Hollard Unit Trust Investments

Suit your specific investment goals, risk tolerance, and time horizon

Unit Trusts for South Africans 

At Hollard, we provide a range of unit trust solutions that can help you diversify your investment portfolio. We believe in combining multiple investment strategies from different asset managers across various asset classes to achieve specific objectives for each fund. This approach helps us reduce unnecessary risk and generate consistent returns over the long term.  

We understand that diversification can be complex and time-consuming, which is why our team of professionals construct these multi-strategy solutions for you. By investing in our unit trusts, you can benefit from compounded returns while reducing your exposure to market volatility.  

What does this mean for you?  

Financial advisors, including yours, can focus on providing value to you, while we take care of the investment process. If you're interested in unit trust investments, we offer competitive unit trusts for the South African market. 

Unit trust fund infographic

Need to get in touch with us?


Call Hollard Investments on
0860 202 202 or email 
customercare@hollardinvestments.co.za

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Visit our secure online portal to open your own unit trust or manage existing investments.
 

Hollard BCI Fund Range

C = Conservative
MC = Moderately Conservative
M = Moderate
MA = Moderately Aggressive
A = Aggressive

Funds

Hollard BCI Money Market Fund
Hollard BCI Yield Plus Fund
Hollard BCI Dynamic Income Fund
Hollard BCI Conservative
Growth Fund of Funds
Hollard BCI Moderate Growth Fund of Funds
Hollard BCI Managed Growth Fund of Funds
Hollard BCI Property Fund
Hollard BCI Equity Fund
Hollard Focused Global Equity Fund
Risk Indicator

C

C

C

MC

M

MA

A

A

A

Benchmark / Category

SA Interest bearing money market

SA Interest bearing short-term

SA Multi-asset Income

SA Multi-asset low equity

SA Multi-asset medium equity

SA Multi-asset high equity

SA Real estate

SA General Equity

MSCI World Index

Recommen-
ded CPI+ Objective

CPI + 2-3%

CPI + 2-3%

CPI + 2-3%

CPI + 2-3%

CPI + 4-5%

CPI + 6%

CPI + 7%

CPI + 7%

CPI + 7%

Recommen-
ded Term

< 1 year

1-2 years

2-3 years

3-6 years

+7 years

+7 years

+7 years

+7 years

+7 years

    Hollard BCI Money Market Fund
    Risk Indicator

    C

    Benchmark / Category

    SA Interest bearing money market

    Recommen-
    ded CPI+ Objective

    CPI + 2-3%

    Recommen-
    ded Term

    < 1 year

    Hollard BCI Yield Plus Fund
    Risk Indicator

    C

    Benchmark / Category

    SA Interest bearing short-term

    Recommen-
    ded CPI+ Objective

    CPI + 2-3%

    Recommen-
    ded Term

    1-2 years

    Hollard BCI Dynamic Income Fund
    Risk Indicator

    C

    Benchmark / Category

    SA Multi-asset Income

    Recommen-
    ded CPI+ Objective

    CPI + 2-3%

    Recommen-
    ded Term

    2-3 years

    Hollard BCI Conservative
    Growth Fund of Funds
    Risk Indicator

    MC

    Benchmark / Category

    SA Multi-asset low equity

    Recommen-
    ded CPI+ Objective

    CPI + 2-3%

    Recommen-
    ded Term

    3-6 years

    Hollard BCI Moderate Growth Fund of Funds
    Risk Indicator

    M

    Benchmark / Category

    SA Multi-asset medium equity

    Recommen-
    ded CPI+ Objective

    CPI + 4-5%

    Recommen-
    ded Term

    +7 years

    Hollard BCI Managed Growth Fund of Funds
    Risk Indicator

    MA

    Benchmark / Category

    SA Multi-asset high equity

    Recommen-
    ded CPI+ Objective

    CPI + 6%

    Recommen-
    ded Term

    +7 years

    Hollard BCI Property Fund
    Risk Indicator

    A

    Benchmark / Category

    SA Real estate

    Recommen-
    ded CPI+ Objective

    CPI + 7%

    Recommen-
    ded Term

    +7 years

    Hollard BCI Equity Fund
    Risk Indicator

    A

    Benchmark / Category

    SA General Equity

    Recommen-
    ded CPI+ Objective

    CPI + 7%

    Recommen-
    ded Term

    +7 years

    Hollard Focused Global Equity Fund
    Risk Indicator

    A

    Benchmark / Category

    MSCI World Index

    Recommen-
    ded CPI+ Objective

    CPI + 7%

    Recommen-
    ded Term

    +7 years

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A graph indicating the long-term returns of various investment options


*This is for illustrative purposes only and not an indication of future performance.

Additional product resources

Investment team


View our investment management and investment committee team members.

More about the Hollard BCI Unit Trusts


Download our fund fact sheets and fund unit prices, read about our philosophy and process, and/or access our insights and articles.

How to invest


Learn more about how you can invest with Hollard Investments.

 
Investment management team

Portrait of Chief Investment Officer, Ashveena Teeluckdharry


Ashveena Teeluckdharry
(“Ash”)


BBusSc Hons (Actuarial) CFA CAIA


Chief Investment Officer


8 / 15 years

Portrait of Senior Investment Manager, Conlias Mancuveni


Conlias Mancuveni
(“Con”)


BCom Hons (Actuarial) FRM MSc MBA


Senior Investment Manager


8 / 15 years

Portrait of Carl Chetty


Carl Chetty


B.BusSci CFA


Senior Portfolio Manager & Investment Consultant


3 / 12 years

Portrait of Investment Operations Analyst, Arusha Harichund


Arusha Harichund
(“Aru”)


Investment Operations Analyst


10 / 10 years

Investment committee members

Portrait of Chief Investment Officer, Ashveena Teeluckdharry


Ashveena Teeluckdharry
(“Ash”)


BBusSc Hons (Actuarial) CFA CAIA


Chief Investment Officer


8 / 15 years

Portrait of Senior Investment Manager, Conlias Mancuveni


Conlias Mancuveni
(“Con”)


BCom Hons (Actuarial) FRM MSc MBA


Senior Investment Manager


8 / 15 years

Portrait of Carl Chetty


Carl Chetty


B.BusSci CFA


Senior Portfolio Manager & Investment Consultant


3 / 12 years

Portrait of Head: Portfolio, Robert Hughes


Robert Hughes
("Rob")


BSc Actuarial Science and Mathematical Statistics, AMASSA


Head: Portfolio


14 / 14 years

 

 

How to invest with Hollard

The Hollard BCI Unit Trust Funds can be accessed via the following Hollard products: 

Flexible Savings

Achieve all your financial goals with our simple and flexible savings plan solutions. 

Retirement Savings

Achieve financial independence in your retirement years by investing in one of our retirement policies.

Tax Efficient Savings

Reach your savings goals using a tax-efficient endowment that also provides estate planning benefits. 

We recommend you consult a qualified financial adviser to adeptly guide you in choosing suitable products and portfolios for your unique financial needs. If you’re confident in your choices, you can invest directly with Hollard.  

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Ready to invest without the assistance of an adviser? Get an online quotation now. 

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Find everything you need to invest with us now or manage your existing investments.

Why invest with 
Hollard Investments?

Hollard Investments is a subsidiary of the privately-owned Hollard group. Working together while enabling clients to create and secure better futures is at the core of Hollard Investments’ purpose. We strive for a more efficient and accessible way for your money to get you to where you want to be. Hollard Investment Company is committed to shared success with financial advisers and investors. We’ve got this, together.

Have some questions or looking for further insight?


Send us your details and we will give you a call.

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Boutique Collective Investments (RF) (Pty) Ltd (BCI)has been appointed as the registered management company of the Hollard BCI Unit Trust Funds.

Visit BCI for more information.

Disclaimer

The Hollard BCI co-named funds (as defined in BN 778 of 2011) are registered under the BCI Collective Investment Scheme, managed by BCI Collective Investment Schemes Management Company (RF) (Pty) Ltd (“BCI”), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’). Hollard Investment Managers (Pty) Ltd is the FSCA approved and appointed investment manager of the co-named CIS funds situated at Hollard Villa Arcadia, 22 Oxford Street, Parktown, Johannesburg. Trustee Services are provided by Standard Bank of South Africa Limited, 2 Heerengracht St, Foreshore, Cape Town. Hollard Investments is a division within the Hollard Life Assurance Company Limited and Hollard Investment Managers. Hollard Life Assurance Company Limited (Reg. No.1993/001405/06) a licensed life insurer FSP No.17697, and Hollard Investment Managers (Pty) Ltd (Reg. No.1997/001696/07), FSP No.32521 are authorised Financial Services Providers.