Unit Trusts
With a wealth of experience in the fixed income market our objective is to maximise risk-adjusted returns for our clients across a range of fixed income funds.
Transaction Forms
Download transaction forms to invest in our fixed income funds.
Cadiz FR Money Market Fund
The fund aims to deliver high levels of income in excess of returns available through fixed term deposits and call accounts offered by banks, while providing investors with the stability of monthly interest and liquidity.
Who the fund may be suited for
Cadiz FR Enhanced Income Fund
The fund aims to provide investors with a high level of sustainable income, stability of capital invested and consistent outperformance of the benchmark over time. The fund is expected to deliver returns more than that provided by money market funds while ensuring low variability of returns.
Who the fund may be suited for
Cadiz FR Absolute Yield Fund
The objective is to provide investors with diversified exposure to the full spectrum of the yield curve and aims to offer a balance between capital growth and income for maximum overall return.
Who the fund may be suited for
Cadiz FR Bond Fund
The fund aims to generate returns above the FTSE JSE All Bond Index (ALBI) over time, utilising active bond management combined with strategies which aim to reduce risk.
Who the fund may be suited for
How to invest directly into our Funds
To invest in any of the Cadiz Unit Trust funds is easy, simply follow the steps below. If you aren’t sure which of our funds is best suited to your needs, we recommend you seek financial advice.
Minimum Investment
The minimum investment amounts are listed in the application form. You can access our investment funds from as little as R500 a month.
Submit Application
Email the completed application form, proof of deposit and required documents to:
instructions@bci-transact.co.za
Documents we need from you
- Proof of identity - a copy of your ID or passport
- Proof of your home address, for example, your utility bill (not older than 3 months)
- Proof of banking details - a copy of your 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.
