Investment Portfolios

BMTC CAUTIOUS PORTFOLIO

This portfolio is classified in theSouth African Multi-Asset Low equity sector and is appropriate for the low-risk investor.  The benchmark of the fund is CPI + 3% – 4% per annum over any rolling 3 to 4 year period.

BMTC MODERATE PORTFOLIO

This portfolio is classified in theSouth African Multi-Asset Medium Equity Sector and is appropriate for the medium-risk investor. The benchmark of the fund is CPI + 5% – 6% per annum over any 5 to 6-year rolling period.

INTERESTED IN ONE OF OUR PORTFOLIOS?
CONTACT STEPHEN BROWN OR ROZANNE MARAIS ON
+27 11463 4433 or 463 4598