top of page

INVEST WITH US

FUND MANAGERS

FUND FACT SHEETS

1

SBRO BCI
MODERATE
FUND OF FUNDS

INVESTMENT OBJECTIVE
The S-BRO BCI Moderate Fund of Funds is a managed fund of funds. The primary
investment objective of the portfolio is to provide the investor with moderate levels of
income and long term capital.

2

SBRO BCI
MANAGED
FUND OF FUNDS

INVESTMENT OBJECTIVE
The S-BRO BCI Managed Fund of Funds aims to provide investors with a high long term
total return.

​

​

​

3

SBRO BCI
DEFENSIVE
FUND OF FUNDS

INVESTMENT OBJECTIVE
The objective of this portfolio is to provide the investor with a high level of income
combined with stable medium to long term real capital.

​

​

INVESTMENTS

The Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services Act (FAIS) requires that every Financial Services Provider (FSP) be registered with the FSCA before they may legally conduct business...

Unit Trusts

Funds of Funds

Direct Investment in Shares

HISTORY & GOALS

SBRO Fund Management, together with Boutique Collective Investments (Pty) Ltd ("BCI") acting as a leading Collective Investments Scheme provider, formed the SBRO BCI Defensive Fund of Funds in April 2007 and the SBRO BCI Balanced Fund of Funds in February 2009.  During 2016 the SBRO BCI Managed Fund of Funds was established...
 

SUMMARY OF FUNDS

The three existing unit trust funds are managed with different mandates

​

SBRO BCI Defensive FOF / CPI + 3%

​

SBRO BCI Moderate FOF / CPI + 4%

​​

SBRO BCI Managed FOF / CPI + 6%

​​

SBRO BCI Income Fund 

​

​

ACCOLADES

Over time SBRO Fund Managers has, and still is, performing very well in the investment industry in South Africa. In 2014 the SBRO Balanced Fund of Funds was awarded with the prestigious Raging Bull Award for the top performing Multi-asset Medium Equity Unit Trust in South Africa.

OUR PARTNERS

Over the past few years we have partnered with a number of companies to ensure that we, as financial advisers, are able to provide our clients with trusted & respected products that will suit each specific need...

Stanlib    

 Glacier  

Boutique Collective Investments

S-BRO FUND MANAGERS (PTY) LTD (FSCA category 2: Nr: 41855) (Reg no: 1999/018626/07)

S-BRO FINANCIAL ADVISORS (PTY) LTD (FSCA category 1: No: 28524) (Reg no: 2001/010379/07)
 

© 2023 by S-Bro. Proudly created by PIXILLUSIONS

bottom of page