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.
Need to get in touch with us?
Call Hollard Investments on
0860 202 202 or email
customercare@hollardinvestments.co.za
Visit our secure online portal to open your own unit trust or manage existing investments.
Have a complaint?
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 ConservativeGrowth 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- | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 4-5% | CPI + 6% | CPI + 7% | CPI + 7% | CPI + 7% |
Recommen- | < 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
*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
Ashveena Teeluckdharry
(“Ash”)
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
Conlias Mancuveni
(“Con”)
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
Carl Chetty
B.BusSci CFA
Senior Portfolio Manager & Investment Consultant
3 / 12 years
Arusha Harichund
(“Aru”)
Investment Operations Analyst
10 / 10 years
Investment committee members
Ashveena Teeluckdharry
(“Ash”)
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
Conlias Mancuveni
(“Con”)
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
Carl Chetty
B.BusSci CFA
Senior Portfolio Manager & Investment Consultant
3 / 12 years
Robert Hughes
("Rob")
BSc Actuarial Science and Mathematical Statistics, AMASSA
Head: Portfolio
14 / 14 years
More about the Hollard BCI Unit Trust Funds
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.
Ready to invest without the assistance of an adviser? Get an online quotation now.
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.
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.