Cadiz Fund News – March 2026
CADIZ BCI MONEY MARKET FUND
The Fund continued to fulfil its mandate and delivered competitive returns during February. Despite the low-interest rate environment, the Fund remains strategically positioned within the short-term investment universe. Its approach includes a targeted allocation to high-quality corporate credit to enhance yield, while remaining fully compliant with mandate guidelines and avoiding unnecessary risk. As a result, the Fund has continued to outperform its benchmark, the Alexander Forbes Short Term Fixed Interest (STeFI) Composite.
CADIZ BCI ENHANCED INCOME FUND
The Fund continued to fulfil its mandate and delivered competitive returns during February. Despite the low-interest rate environment, the Fund remains strategically positioned within the short-term investment universe. Its approach includes a targeted allocation to high-quality corporate credit to enhance yield, while remaining fully compliant with mandate guidelines and avoiding unnecessary risk. As a result, the Fund has continued to outperform its benchmark, the Alexander Forbes Short Term Fixed Interest (STeFI) Composite.
CADIZ BCI ABSOLUTE YIELD FUND
The Fund continued to fulfil its mandate and delivered competitive returns during February. Despite the low-interest rate environment, the Fund remains strategically positioned within the short-term investment universe. Its approach includes a targeted allocation to high-quality corporate credit to enhance yield, while remaining fully compliant with mandate guidelines and avoiding unnecessary risk. As a result, the Fund has continued to outperform its benchmark, the Alexander Forbes Short Term Fixed Interest (STeFI) Composite.
CADIZ BCI BOND FUND
The Fund continued to fulfil its mandate and delivered competitive returns during February. Despite the low-interest rate environment, the Fund remains strategically positioned within the short-term investment universe. Its approach includes a targeted allocation to high-quality corporate credit to enhance yield, while remaining fully compliant with mandate guidelines and avoiding unnecessary risk. As a result, the Fund has continued to outperform its benchmark, the Alexander Forbes Short Term Fixed Interest (STeFI) Composite.
