In order to achieve sustainable income levels and/or long term capital growth, Skyblue Fund Managers will, on behalf of clients, select appropriate collective investment funds through research to be included in any or all of the three fund of fund offerings listed below. The appropriate fund of funds selection will vary according to the personal risk/return of each client.
Skyblue BCI Kimberlite Cautious Fund of Funds
South African - Multi Asset - Low Equity.
The Skyblue Kimberlite Cautious Fund of Funds will best serve those investors seeking a medium to long term safe haven which provides income and some capital growth whilst maintaining an acceptable level of capital stability.
The portfolio will be regulation 28 compliant and will have low correlation to the equity market.
Fund objective: The provision of a high level of capital stability over the medium term, whilst at the same time aiming for real returns and income generation.
Skyblue BCI Cumulus Moderate of Funds
South African - Multi Asset - High Equity.
This fund will best serve investors seeking consistent medium to long term capital growth whilst desiring an acceptable level of capital stability by the reduction of volatility. The portfolio will be regulation 28 compliant and will have a low correlation to the equity market.
Fund objective: The provision of capital appreciation over the medium to long term, whilst being mindful of ensuring a measure of capital stability.
Skyblue BCI Solar Flexible Fund of Funds
Global - Multi Asset - Flexible.
This fund is best suited to investors with an above average risk appetite who wish to accumulate wealth over the medium to long term via equity exposure whilst retaining protection against abnormal reduction of capital during adverse market conditions.
Fund objective: The generation of consistent capital appreciation in excess of money market rates plus 5% by using a totally flexible asset allocation strategy, incorporating all asset classes and which reflects changing market conditions. The fund follows a composite internal benchmark/objective that consist of 60% global equities, 30% global bonds, and 10% global cash.