INVESTMENT TOOLS
Choosing an Investment
If you are unsure of which Cadiz investment product meets your needs and requirements, we suggest that you speak to your financial adviser.
The investment objective is to provide a medium whereby investors can obtain undivided participation in a diversified portfolio of money market
instruments and assets in liquid form.
The Cadiz BCI Enhanced Income Fund is an enhanced income portfolio with an objective to achieve a high level of sustainable income and
stability of capital invested.
The objective is to provide investors with a diversified exposure to the South African bond market and aims to offer a balance between capital
growth and income for a maximum overall return.
The Cadiz BCI Bond Fund aims to generate returns above the FTSE JSE All Bond index (“ALBI”) over time, utilizing active bond management
combined with strategies which aim to reduce risk.
At Cadiz we can tell you what needs our various funds aim to meet. We may also provide you with generic information about our funds. We may not, however, offer you financial advice, which means we can’t tell you which of our products is best for your personal circumstances. This is the role of a financial advisor.
Risk Indicator
Cadiz BCI Money Market Fund
- A top performing money market fund.
- Earn a higher return than a bank account or term deposit.
- Low annual management fee (0.25% excl VAT).
- Ideal as a temporary low risk ‘parking bay’ or phasing-in vehicle.
Cadiz BCI Enhanced Income Fund
- Aims to provide investors with a high level of sustainable income and stability of capital invested.
- Low variability of returns in excess of vanilla money market funds
- High level of liquidity
- Regulation 28 compliant
Cadiz BCI Absolute Yield Fund
- Aims to provide investors with a return of 2% in excess of cash over a rolling 3-year period and a positive return over any rolling 12-month period.
- Winner of the 2010 and 2011 Morningstar Fund Awards in the Cautious Balanced and Cautious Allocation categories, respectively.
- For more conservative investors who would like more consistent returns than an income fund.
- Provides access to a broad range of fixed interest instruments.
Cadiz BCI Bond Fund
- Aims to generate returns above the FTSE JSE All Bond Index (ALBI) over time, utilizing active bond management combined with strategies which aim to reduce risk.
- Regulation 28 compliant.