Personalised 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.
Transaction
Forms
Download transaction forms for all of our personal investment products.
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
Cadiz BCI Money Market Fund
Cadiz BCI Enhanced Income Fund
Cadiz BCI Absolute Yield Fund
Cadiz BCI Bond Fund
View
100.00
104.58
111.71
123.22
Source: Morningstar.
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.
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.
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
Documents we need from you
- Proof of who you are: a copy of your ID or passport
- Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months)
- 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.
