OUR FUND OFFERING

Stonewood AM BCI Guarded Fund

The objective of this portfolio is to provide investors with income and conservative capital growth with a focus on capital preservation. The portfolio aims to generate a return of CPI* + 2% p.a. over any rolling 3-year period. This portfolio maintains a low risk profile and is limited to a maximum equity exposure of 40%. The portfolio adheres to the guidelines set by Regulation 28.

Stonewood AM BCI Temperate Fund

The investment objective of the portfolio is to provide investors with significant capital growth while maintaining a moderate level of income. The portfolio aims to generate a return of CPI* + 3% p.a. over any rolling 5-year period. The portfolio maintains a moderate risk profile and is limited to a maximum equity exposure of 40%.The portfolio adheres to the guidelines set by Regulation 28.

Stonewood AM BCI Diversified Growth Fund

The objective of this portfolio is to provide investors with long term capital growth. The portfolio aims to generate a return of CPI* + 4% p.a. over any rolling 7-year period. This portfolio maintains a high risk profile and is limited to a maximum equity exposure of 60%. The portfolio adheres to the guidelines set by Regulation 28.

INVESTMENT PLATFORMS

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Our funds are currently available on the Discovery Invest, Boutique Collective Investments, Ninety One and the Momentum Wealth Investment platforms. You can simply contact your financial advisor, who will assist you with investing in our funds.