Our suite of local fixed income unit trust funds address the income requirements of the retail investment market.
Cadiz BCI Money Market Fund
A top-performing money market unit trust fund in all measurement periods since inception (Source: Morningstar). 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 capital protection and the stability of monthly returns and liquidity.
The Cadiz BCI Enhanced Income 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 whilst ensuring low variability of returns.
The Cadiz BCI Absolute Yield Fund aims to provide investors with a return of 2% in excess of cash over a rolling 3 years and a positive return over any rolling 12-month period. The fund is expected to deliver more consistent returns than an income fund and reduce the volatility inherent in the bond market. Great care is applied to protect the fund against incurring losses.