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.

The 36ONE BCI Global Equity Feeder Fund was launched in 2020 with the primary objective of generating sustainable capital growth by investing predominantly in global equities listed on recognised markets.

 36ONE BCI Flexible Opportunity Fund36ONE BCI Equity Fund36ONE BCI SA Equity Fund36ONE BCI Global Equity Feeder Fund
FSCA regulated unit trustFSCA regulated unit trustFSCA regulated unit trustFSCA regulated unit trust
Moderate-High riskHigh riskHigh riskHigh risk
No minimum or maximum exposure to equitiesMinimum of 80% exposure to equitiesMinimum of 95% exposure to equitiesMinimum of 80% exposure to equities
Maximum of 30% exposure to international assetsMaximum of 30% exposure to international assetsNo exposure to international assetsMaximum of 100% exposure to international assets