The three existing unit trust funds are managed with different mandates

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SBRO BCI Defensive FOF / CPI + 3%

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 growth and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a conservative retirement fund. To provide a limited level of capital growth, the portfolio’s equity exposure may be as high as 40% of the portfolio’s net asset value. This fund complies with Regulation 28.

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SBRO BCI Moderate FOF / CPI + 4%

The primary investment objective of the portfolio is to provide the investor with moderate levels of income and long term capital. Investments to be included in the SBRO Balanced Fund of Funds will, apart from assets in liquid form, consist solely of participatory interests in portfolios of collective investment schemes investing in equity securities, property shares, property related securities, non-equity securities and money markets instruments. This fund complies with Regulation 28.

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SBRO BCI Managed FOF / CPI + 6%

The S-BRO BCI Managed Fund of Funds purport to provide investors with a high long term total return. The composition of the portfolio shall reflect the investment structure of a retirement fund and will comply with prudential investment guidelines to the extent allowed for by the Act.

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SBRO BCI Income Fund 

This fund is an income generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested.  Maximum

10%  equity exposure of the portfolios net asset value are allowed. 

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