INVESTMENTS
Personal Investments
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 2 October 2024 |
|---|---|
| Cadiz BCI Money Market Fund (A) | 100.00 |
| Cadiz BCI Enhanced Income Fund (Class C) | 104.15 |
| Cadiz BCI Absolute Yield Fund (Class A) | 109.03 |
| Cadiz BCI Bond Fund (Class A) | 111.39 |
Institutional Investments
Fixed income
With a wealth of experience in the fixed income market, we maximise risk-adjusted returns for our clients across a range of fixed income mandates.
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.
Invest Now
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
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.