INVESTMENTS

Personal Investments

Unit Trusts

With a wealth of experience in the fixed income market we maximise risk-adjusted returns for our clients across a range of local fixed income funds.

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Transaction Forms

Download transaction forms for all of our personal investment products.


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Minimum Disclosure Documents

Unit Trust View Details
Cadiz BCI Money Market Fund
Cadiz BCI Enhanced Income Fund
Cadiz BCI Absolute Yield Fund
Cadiz BCI Bond Fund

Effective Annual Cost

 

The EAC helps consumers understand all the costs involved in their purchase and make more informed decisions in line with the third outcome of the Treating Customers Fairly (TCF) framework.

Fund Prices

Fund NAV price (cents) as of 22 February 2024
Cadiz BCI Money Market Fund (A) 100.00
Cadiz BCI Enhanced Income Fund (Class C) 102.11
Cadiz BCI Absolute Yield Fund (Class A) 104.80
Cadiz BCI Bond Fund (Class A) 104.14

Institutional Investments

Investment Approach

 
Our investment approach is based on the premise of managing investment expectations and risk. Once we have established the investor's expectations, we are able to deliver on these expectations within defined risk and mandate parameters. A measured and calculated approach is adopted to manage and deliver on the set investment targets, goals and objectives.

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How to invest with Cadiz Asset Management?

To invest in any of the Cadiz Unit Trust products is easy. Simply follow the steps below. If you aren’t sure which of our products is best suited to your needs, we suggest you seek independent financial advice.

1

Minimum Investment

Check that you have the necessary minimum investment.
These are listed in the application form.
You can access our expertise from as little as R500 a month.

2

Submit Application

Fax the completed application form, proof of deposit
and required documents to:
+27 (0) 86 502 5319 or email to instructions@bci-transact.co.za.

Application Form


Application form - Individual

Application form - Legal Entities

Additional Contribution

Switch Form

Investor Details Update Form

Transfer Form

Withdrawal Form

Debit Order Change Form


Documents we need from you

1. Proof of who you are: a copy of your ID or passport
2. Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months)
3. Proof of banking details: a cancelled cheque or a copy of a bank statement (not older than 3 months)


If you are investing on behalf of a company, trust or other legal entity, we need additional documents. Please refer to the application form for a list of these.