UNIT TRUSTS

Bateleur Capital launched with a hedge fund and R11 million in seed capital in 2004, and has since grown to manage just shy of R20 billion in assets for our clients. We continue to leverage our hedge fund mindset and expertise in managing our range of strategies, and aim to produce consistent real returns with an emphasis on capital protection. Our equity-centric unit trusts offer investors a transparent and cost-effective way to access a diversified portfolio of hand-selected local and global assets.

Bateleur BCI SA Equity Fund
High risk
Aim to outperform JSE Capped SWIX
10+ year track record
Minimum net equity exposure of 80
Zero offshore exposure
Volatility of 15% vs CAPI at 16%
Daily liquidity
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Bateleur Flexible Prescient Fund
Moderate risk
Aim to outperform CPI +4%
15+ year track record
No minimum equity exposure
Maximum 45% offshore exposure
Volatility of 9% vs ALSI at 16%
Daily liquidity
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Bateleur Special Opportunities Prescient RI Hedge Fund
High risk
Aim to outperform CPI +4%
7+ year track record
No minimum equity exposure
Volatility of 12% vs ALSI at 17%
Daily liquidity
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*Since inception of each fund, rounded to the nearest whole number. Please see disclaimers here for more information.