Sasfin Asset Managers

Sasfin Asset Managers

At Sasfin Asset Managers, we understand the importance of lasting and sustainable legacies. To achieve that, we navigate a path to growth through a disciplined approach to balancing risk and return, by taking appropriate risk at the appropriate time. We have garnered a reputation as one of South Africa’s leading boutique investment managers. Our offering incorporates a range of award-winning equity, income and multi-asset class funds designed to suit the needs of institutional and retail clients. Our investment team includes some of South Africa’s most highly-regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest caliber.

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MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Sasfin BCI Balanced Fund (A) SMBFCA 147.16 22 January 2025 pdf
Sasfin BCI Equity Fund (A) MSTT 417.83 22 January 2025 pdf
Sasfin BCI Flexible Income Fund (A) SMFIA 104.12 22 January 2025 pdf
Sasfin BCI Global Equity Feeder Fund (A) SGEFA 209.63 22 January 2025 pdf
Sasfin BCI High Grade Money Market Fund (A) SBHGFA 100.00 22 January 2025 pdf
Sasfin BCI High Yield Fund (A) SBHYA 102.70 22 January 2025 pdf
Sasfin BCI Horizon Multi Managed Accumulation Fund (A) SBHMFA 136.46 22 January 2025 pdf
Sasfin BCI Horizon Multi Managed Diversified Growth Fund (A) SBHDGA 140.80 22 January 2025 pdf
Sasfin BCI Horizon Multi Managed Preservation Fund (A) SBMPFA 128.32 22 January 2025 pdf
Sasfin BCI Optimal Income Fund (A) IBOFA 106.37 22 January 2025 pdf
Sasfin BCI Prudential Fund (A) SAMA1 217.31 22 January 2025 pdf
Sasfin BCI Stable Fund (A) SMSFCA 149.63 22 January 2025 pdf

Awards

Raging Bull Awards – Sasfin BCI Flexible Income Fund (Best South African Multi-Asset Income Fund)

Raging Bull Awards 2021 - Sasfin BCI Flexible Income Fund (Best South African Multi-Asset Income Fund)

Morningstar Awards 2020 – Sasfin BCI Balanced Fund (Best Moderate Allocation Fund)

Morningstar Awards 2021 – Sasfin BCI Balanced Fund (Best Moderate Allocation Fund)

Morningstar Awards 2022 - Sasfin BCI Stable Fund (Best Cautious Allocation Fund)