Unit Trusts

36ONE BCI Flexible Opportunity Fund

The 36ONE BCI Flexible Opportunity Fund is a flexible asset allocation portfolio with the primary objective of generating significant capital growth over the medium to long term.

The fund invests across asset classes, predominantly in local listed securities, and primarily follows a bottom-up stock picking approach. The fund may also invest in foreign listed securities. The fund can invest across all company market capitalisations and equity sectors, with the exposure to each sector varying in response to the valuation and economic fundamentals of the securities in that sector.

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Frequently Asked Questions

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 36ONE BCI Flexible Opportunity Fund36ONE BCI Equity Fund36ONE BCI SA Equity Fund
Fund currencySouth African RandSouth African RandSouth African Rand
MandateFlexible asset allocationGeneral equityDomestic equity
RiskModerate-HighHighHigh
LiquidityDailyDailyDaily
DomicileSouth AfricaSouth AfricaSouth Africa
Legal structureFSB regulated unit trustFSB regulated unit trustFSB regulated unit trust
AdministratorBoutique Collective InvestmentsBoutique Collective InvestmentsBoutique Collective Investments

Frequently Asked Questions

Control  accordionIs there a minimum investment for the 36ONE BCI Flexible Opportunity Fund?

Minimum lump sum: R25 000

Minimum monthly investment: R1 000

Control  accordionWhat is the total cost of investing in the 36ONE BCI Flexible Opportunity Fund?

Manager’s upfront charge: 0% (incl. VAT)

FSP upfront commission: 0% - 3.45% (incl. VAT). No commission when investing directly via 36ONE or the administrator, Boutique Collective Investments (BCI).

Annual service fee: 1.52% (incl. VAT)

Performance fee: 12.5% (sharing rate) of outperformance above the portfolio benchmark (hurdle rate), calculated over a 2 year rolling period, capped at 3.5% p.a. The fees are accrued on a daily basis and paid out on a monthly basis.

Control  accordionHow can I track my investment in the 36ONE BCI Flexible Opportunity Fund?

You can view your portfolio online by registering for access to BCI’s client portal.

Step 1. Download the 36ONE Online Registration form

Step 2. Email the completed registration form to the administrator, Boutique Collective Investments (BCI): instructions@bci-transact.co.za

Step 3. BCI will confirm your login details via SMS

Control  accordionWhat forms do I need to complete to invest in the 36ONE BCI Flexible Opportunity Fund?

Step 1. Download the 36ONE Unit Trust Application form

Step 2. Email the completed application form and FICA documentation to the administrator, Boutique Collective Investments (BCI): instructions@bci-transact.co.za

Step 3. Deposit your investment as instructed on the BCI application form

Step 4. BCI will confirm and send you a statement reflecting your investment


Notes with respect to BCI:

  • The unit trusts are administered by BCI
  • All applications and subsequent transacting should be communicated directly to BCI
  • Contact number: +27 (0)21 007 1500/1/2 or +27 (0)21 914 1880
  • Email: clientservices@bcis.co.za
  • Website: www.bcis.co.za
Control  accordionWhat forms do I need to complete to add to my investment in the 36ONE BCI Flexible Opportunity Fund?

Step 1. Download the 36ONE Unit Trust additional contribution form

Step 2. Email the completed form and FICA documentation to the administrator, Boutique Collective Investments (BCI): instructions@bci-transact.co.za

Step 3. BCI will confirm and send you a statement reflecting your additional contribution


Notes with respect to BCI:

  • The unit trusts are administered by BCI
  • All applications and subsequent transacting should be communicated directly to BCI
  • Contact number: +27 (0)21 007 1500/1/2 or +27 (0)21 914 1880
  • Email: clientservices@bcis.co.za
  • Website: www.bcis.co.za
Control  accordionWhat forms do I need to complete to redeem from the 36ONE BCI Flexible Opportunity Fund?

Step 1. Download the 36ONE Unit Trust repurchase form

Step 2. Email the completed form and FICA documentation to the administrator, Boutique Collective Investments (BCI): instructions@bci-transact.co.za

Step 3. BCI will confirm and send you a statement reflecting your repurchase


Notes with respect to BCI:

  • The unit trusts are administered by BCI
  • All applications and subsequent transacting should be communicated directly to BCI
  • Contact number: +27 (0)21 007 1500/1/2 or +27 (0)21 914 1880
  • Email: clientservices@bcis.co.za
  • Website: www.bcis.co.za