UNIT TRUSTS

Our optimal suite of unit trusts addresses the equity and multi-asset investment requirements of the retail investment market.

Palmyra BCI Stable Fund

The Palmyra BCI Stable Fund multi-asset investment solution for the low-to-moderate risk Investor. The fund aims to provide investors with real returns (inflation plus 3%) over rolling three-year periods, while minimising the risk of capital loss over a one-year period. The fund invests in equities, fixed interest instruments, listed property and cash.

Palmyra BCI Balanced Fund

The Palmyra BCI Balanced Fund aims to provide investors with a balance between capital growth and income over the medium-to-long-term. It offers a diversified exposure to equities and fixed interest instruments managed in line with Regulation 28 of the Pension Funds Act (Act 24 of 1956).

Palmyra BCI Global Flexible Fund of Funds

The Palmyra BCI Global Flexible Fund of Funds aims to provide investors with a moderate long-term total return by providing an exposure to a diverse mix of underlying portfolios, comprising global asset classes and a range of currencies.

Palmyra BCI Property Fund

The Palmyra BCI Property Fund aims to deliver a combination of high income, together with long-term capital appreciation.

Palmyra BCI SA Equity Fund

The Palmyra BCI Equity Fund aims to provide investors with high long-term capital growth with a relative low risk of long-term capital loss by investing in a diversified portfolio of local equity securities.

Unit Trust	View
Palmyra BCI Stable Fund
Palmyra BCI Balanced Fund
Palmyra BCI Property Fund
Palmyra BCI SA Equity Fund
Palmyra BCI Global Flexible Fund of Funds