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FUND MANAGERS
INVESTMENTS
Unit trusts Funds of Funds Direct Investment in Shares
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.
SBRO Fund Managers is the proud owner of a Category II licence as conferred by the Financial Services Board. Accordingly, we can invest and manage the client’s voluntary and compulsory funds with regards the composition and the underlying unit trust funds. SBRO Fund Managers can therefore be appointed as investment manager with full confidence that a specific investment will be managed in correlation with the client’s preference, needs and circumstances.
A Category II license is a much sought after licence in the industry which is only obtained through compliance with rigorous requirements regarding knowledge, experience, skill and personal integrity. This corroborates the values that underline our directors’ work ethics. We want to ensure clients that their best interests are our prime focus at all times and we will always act responsibly and loyal to them.
SBRO Fund Managers’ administration is handled by Boutique Collective Investments (RF) (Pty) Ltd (“BCI”). BCI is a leading independent administrative and collective investment services provider in South Africa. BCI’s core business is to support boutique partners such as SBRO Fund Managers in growing their assets under management by providing high quality products, administration and distribution services.
The following investments can be made:
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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. The main objective in expanding our investment product range was to provide our clients with a wider range of investment strategies and diversification models. SBRO Fund Managers spread across the three portfolios and continues to provide clients, individuals and institutions, with a unique approach to investment management and portfolio management.
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The main purpose was, and still is, to provide our investment clients with specialized products, a diversified investment strategy and active investments management service.
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We have since also launched a more conservative SBRO Income Fund with the objective to achieve a high level of sustainable income and stability of capital invested. In order to achieve the objective, the portfolio's maximum exposure to equity is 10% of its net asset value.
An active portfolio management focuses on outperforming the market and also to outperform inflation with a set amount of basis points when compared to a specific benchmark. We do not merely want to mimic the investment holdings of a particular index.
An active management style makes sense in volatile markets because these conditions create better opportunities for an active manager to identify mis priced stocks that can outperform an index or inflation.
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Besides the day to day discussions and structuring of clients' investment portfolio's we have a diverse Investment Committee which convene each quarter of the year. This is where we reconsider our house view on the markets and determine whether our underlying investment policies are still appropriate in the specific economic and political climate. The committee members have a diverse set of perspectives and have a willingness to be collaborative and are open to new and fresh ideas.Our Mission is to act in the best interest of our clients with a high level of knowledge and to satisfy their financial needs and we are well aware that excellence in service delivery and courteous treatment of people will make the customer a walking advertisement of our brand.
SUMMARY OF FUNDS
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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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.
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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 the Association for Savings and Investment SA. BCI was previously part of the Efficient Group, but was recently acquired by the Financial Services Giant, The Apex Group. Collective Investment Schemes in securities are generally medium to long term investments. The value of participatory interests may go up or down and past performance is not necessarily an indication of future performance. The Manager does not guarantee the capital or the return of a portfolio. Collective Investments are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees, charges and maximum commissions is available on request. BCI reserves the right to close the portfolio to new investors and reopen certain portfolios from time to time in order to manage them more efficiently.
Stanlib Glacier Boutique Collective Investments
