Contrarius BCI Balanced Fund (A) - COBBFA fund information

The Contrarius BCI Balanced Fund aims to balance capital growth, income generation and risk of loss, using a mix of assets. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. The portfolio aims to achieve its objective by employing a valuation-based, contrarian investment philosophy to identify investments that are undervalued relative to their assessed intrinsic value.
In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of local and global equity and non-equity securities, including shares, preference shares, exchange depository receipts, property shares and property related securities, convertible equities, bonds, debentures, debenture stock and debenture bonds, notes and exchange traded funds, as well as assets in liquid form.
The portfolio may invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio's investment policy. Where the aforementioned schemes are operated in territories other than South Africa, participatory interests or any other form of participation in portfolios of these schemes will be included in the portfolio only where the regulatory environment is, to the satisfaction of the manager and the trustee, of sufficient standard to provide investor protection at least equivalent to that in South Africa.
The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio's investment objective.