WebThis portfolio may, at the discretion of the portfolio manager, invest up to 45% of the assets outside of South Africa. The annual service fee for the A class includes a fee of up to 0.575% payable to Affinity, a fee up to 0.20% payable to Ci Collective Investments and a fee of 0.575% payable to Analytics Consulting. WebPortfolioMetrix Asset Management SA (Pty) Ltd is an Authorised Financial Services Provider in South Africa. Boutique Collective Investments (RF) (Pty) Ltd (“BCI”) is a registered Manager of the Boutique Collective Investments Scheme, approved in terms of the Collective Investments Schemes Control Act, No 45 of 2002 and is a full member of ASISA.

Affinity Ci Growth Fund - Microsoft

Web• The PortfolioMetrix BCI Dynamic Income Fund was up +9.41% over the last 12 months, comfortably ahead of cash (+5.46%), the ALBI (+6.42%) and peers (+6.58%). For … WebPortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, Ireland and the United States. We support independent advisers to scale … north lakhimpur railway station

PortfolioMetrix BCI Income Fund (Class B1) 🥇 - SA Shares

WebPerformance charts for PortfolioMetrix BCI Dynamic Income Fund (POBDIPZ) including intraday, historical and comparison charts, technical analysis and trend lines. WebPortfolioMetrix BCI Dynamic Income Fund. 8.29%. SA Direct Equity. 5.79%. Ci Diversified Income Fund. 5.56%. Fairtree Equity Prescient Fund. 5.27%. Affinity Ci International Flexible Growth Feeder Fund. 5.09%. iShares 0-5 Year High Yield Corporate Bond ETF. 3.69%. 36ONE BCI SA Equity Fund. 3.68%. WebFeb 28, 2024 · PortfolioMetrix BCI Dynamic Income B 4.89 32,616,754 — All Funds by Classification Asset Class U.S. Equity Asset Allocation International Equity Sector Equity Alternative Commodities... north lamar boulevard