Harvard House BCI Equity Fund Overview
Fund manager: Willie Pelser & Nick Rogers
Asset classes: South African equities
Benchmark: FTSE/JSE All Share Index
Distribution dates: 30 June and 31 December
Fees: Annual 0.95% (excl VAT)
Initial Maximum of 3.25%, no initial fee applicable to HH Clients
Fund Fact Sheets
click here to download
Application Form – Individuals
click here to download
Application Form – Institutional Investors/Legal Entities
click here to download
Harvard House BCI Flexible Income Fund Overview
Fund manager: Willie Pelser
Asset classes: South African fixed income securities, preference shares and cash.
Benchmark: BEASSA Albi (1-3 year subindex) Index
Distribution dates: 31 March, 30 June, 30 September, 31 December
Fees: Annual 0.95% (excl VAT)
Initial Maximum of 3.25%, no initial fee applicable to HH Clients
Fund Fact Sheets
click here to download
Application Form – Individuals
click here to download
Application Form – Institutional Investors/Legal Entities
click here to download
Harvard House BCI Property Fund Overview
Fund manager: Michael Porter
Asset classes: South African listed property
Benchmark: FTSE/JSE Listed Property Index (SAPY)
Distribution dates: 31 March, 30 June, 30 September, 31 December
Fees: Annual 0.95% (excl VAT)
Initial Maximum of 3.25%, no initial fee applicable to HH Clients
Fund Fact Sheets
click here to download
Application Form – Individuals
click here to download
Application Form – Institutional Investors/Legal Entities
click here to download
After printing and signing the BCI Unit Trust application form, email or fax the completed form together with the necessary FICA requirements for processing directly to BCI.
Please fax the required documents to the Client Service Centre at (011) 263 6152, or email instructions@bci-transact.co.za.
For future investment-related inquiries, contact BCI directly at (021) 007 1500/1/2 or email clientservices@bcis.co.za.
Harvard House BCI Worldwide Flexible Fund Overview
Fund manager: Michael Porter
Asset classes: Worldwide Multi Asset Flexible
Benchmark: 60% FTSE/JSE Capped All Share index (J303T) and 100% MSCI All Countries index
Distribution dates: 30 June and 31 December
Fees: Annual 1.09% (incl VAT). Initial Maximum of 3.45%, no initial fee applicable for HH Clients
Fund Fact Sheets
click here to download
Application Form – Individuals
click here to download
Application Form – Institutional Investors/Legal Entities
click here to download
After printing and signing the BCI Unit Trust application form, email or fax the completed form together with the necessary FICA requirements for processing directly to BCI.
Please fax the required documents to the Client Service Centre at (011) 263 6152, or email instructions@bci-transact.co.za.
For future investment-related inquiries, contact BCI directly at (021) 007 1500/1/2 or email clientservices@bcis.co.za.