Services
A versatile range of multi-managed funds designed to support clients across the risk and return spectrum.
The Quantum multi-managed fund range is crafted to address the diverse needs of our clients. For conservative investors seeking steady post-retirement income with minimal volatility, Quantum offers lower-risk funds targeting CPI+2%. At the other end of the spectrum are options for more aggressive investors aiming for CPI+6% returns.
These funds are designed around different time horizons, risk preferences and capital-growth objectives.
The Quantum BCI Income Fund has the objective of delivering a high level of sustainable income and stability of capital invested. Investments may include equity securities, property securities, interest-bearing securities, non-equity securities, money-market instruments, preference shares and assets in liquid form. Equity exposure may be as high as 10% and property exposure as high as 25%.
Inflation + 2% p.a. (net of fees) over rolling 3-year periods.
Minimum disclosure documents ↗The Quantum BCI Capital Plus FoF aims to preserve capital and provide long-term income returns at a low level of risk. Assets are allocated between investment markets to reflect changing economic and market conditions. The portfolio is Regulation 28 compliant, with total equity exposure limited to 40%.
Inflation + 3% over rolling 3-year periods.
Minimum disclosure documents ↗The primary objective of the Quantum BCI Balanced Fund of Funds is to achieve long-term capital growth at higher-than-average risk levels while complying with prudential investment guidelines. The portfolio may invest across local and global collective investment schemes, equity, property, non-equity and money-market instruments. Equity exposure ranges between 0% and 60%.
Inflation + 4% over rolling 3-year periods.
Minimum disclosure documents ↗The Quantum BCI Managed Fund is a high-equity fund that aims to deliver long-term capital appreciation. It may invest across local and global equity securities, non-equity securities, money-market and interest-bearing instruments, bonds, corporate debt, property, preference shares, convertible equities and liquid assets. Maximum equity exposure is 75%.
CPI + 5.5% p.a. (net of fees) over rolling 5-year periods.
Minimum disclosure documents ↗The Quantum BCI Worldwide Flexible Fund of Funds is a flexible worldwide fund of funds. Its objective is to maximise long-term total returns through a broad range of local and global collective investment schemes and asset classes. The portfolio manager targets a minimum 80% offshore exposure.
Benchmark: FTSE/JSE Capped Shareholder Weighted Index (J433T).
Minimum disclosure documents ↗Investment-factor strategies may include valuation, quality, momentum and volatility. Aggregate equity exposure is a minimum of 80% of net asset value. The investment universe includes equity securities, preference shares, property shares, property-related securities, interest-bearing instruments and assets in liquid form.