Quantum Fund Range
The Quantum multi-managed fund range is crafted to address the diverse needs of our clients, offering tailored options across the investment spectrum. For the conservative investor seeking steady post-retirement income with minimal volatility, Quantum provides funds targeting a CPI+2% return, delivering stable growth with lower risk. At the other end of the spectrum, Quantum offers options for the more aggressive investor, aiming for CPI+6% returns. These funds are designed for those with a long-term horizon, focused on maximizing capital gains through dynamic, growth-oriented investments. This versatile fund range enables us to support clients with strategies that align with their unique financial goals and risk preferences.
Our Fund Options
Income Fund - CPI +2%
The Quantum BCI Income Fund has the objective of delivering a high level of sustainable income and stability of capital invested. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest bearing securities, non-equity securities, money market instruments, preference shares and assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments. The portfolio’s equity exposure may be as high as 10% of the portfolio’s net asset value, whilst its property exposure may be as high as 25%.