BlueAlpha Investment Management

BlueAlpha Investment Management

BlueAlpha is a South African black-owned asset manager established in 2003, managing unit trusts and segregated institutional portfolios. Our primary competency is equity investments - both domestic and global with our BlueAlpha BCI Global Equity Fund winning 3 Raging Bull Awards in the past 4 years.

Our investment in Quality is founded in our top tier investment team. Our key portfolio managers, each with more than 20 years’ experience, have been recognised in the industry with numerous Raging Bull, Morningstar and Hedge Fund awards.

BlueAlpha invests in companies that create economic value, while paying keen attention to the earnings cycle. Our process is centred on identifying companies that consistently and sustainably create value, with particular attention to strong cash flow generation.

Get Social with BlueAlpha Investment Management

MDDs

Minimum Disclosure Document Date: 30 April 2025

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
BlueAlpha BCI All Seasons Fund (A) MBAS 719.20 20 May 2025 pdf
BlueAlpha BCI Balanced Fund (C) BABFC 144.60 20 May 2025 pdf
BlueAlpha BCI Equity Fund (A) BSEAF 218.46 20 May 2025 pdf
BlueAlpha BCI Global Equity Fund (A) BGFFA 438.28 20 May 2025 pdf
BlueAlpha BCI SA Equity Fund (A) BALPFA 110.78 20 May 2025 pdf

Awards

Raging Bull Awards - CERTIFICATES FOR TOP OUTRIGHT PERFORMANCE OVER THREE YEARS: Select BCI Worldwide Flexible Fund

Raging Bull Awards - CERTIFICATES FOR TOP RISK-ADJUSTED PERFORMANCE OVER FIVE YEARS: Select BCI Worldwide Flexible Fund

Raging Bull Awards - RAGING BULL AWARDS FOR TOP OUTRIGHT PERFORMANCE OVER THREE YEARS: BlueAlpha BCI Global Equity Fund

Raging Bull Awards - RAGING BULL AWARDS FOR TOP OUTRIGHT PERFORMANCE OVER THREE YEARS: BlueAlpha BCI Global Equity Fund

Raging Bull Awards - CERTIFICATES FOR TOP RISK-ADJUSTED PERFORMANCE OVER FIVE YEARS: Select BCI Worldwide Flexible Fund

Morning Star Awards - WINNER OF BEST FLEXIBLE ALLOCATION FUND: Select BCI Worldwide Flexible Fund

Raging Bull Awards - CERTIFICATES FOR TOP RISK-ADJUSTED PERFORMANCE OVER FIVE YEARS: Select BCI Worldwide Flexible Fund

Raging Bull Awards - CERTIFICATES FOR TOP RISK-ADJUSTED PERFORMANCE OVER FIVE YEARS: BlueAlpha BCI Global Equity Fund

Raging Bull Awards - CERTIFICATES FOR TOP RISK-ADJUSTED PERFORMANCE OVER FIVE YEARS: Select BCI Worldwide Flexible Fund