Unit Trusts
36ONE Unit Trusts
The 36ONE BCI Flexible Opportunity Fund was launched in 2005 and is a flexible asset allocation portfolio with the primary objective of generating significant capital growth over the medium to long term.
The 36ONE BCI Equity Fund was launched in 2012 and is a general equity portfolio with the primary objective of generating significant capital growth over the long term.
The 36ONE BCI SA Equity Fund was launched in 2014 and is a domestic equity portfolio with the primary objective of generating significant capital growth over the long term.
| 36ONE BCI Flexible Opportunity Fund | 36ONE BCI Equity Fund | 36ONE BCI SA Equity Fund | |
|---|---|---|---|
| FSB regulated unit trust | FSB regulated unit trust | FSB regulated unit trust | |
| Moderate-High risk | High risk | High risk | |
| No minimum or maximum exposure to equities | Minimum of 80% exposure to equities | Minimum of 95% exposure to equities | |
| Maximum of 25% exposure to international assets | Maximum of 25% exposure to international assets | No exposure to international assets | |
| Read More | Read More | Read More |