Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Sasfin BCI Horizon Multi Managed Diversified Growth Fund | South African–Multi Asset–High Equity
Reg Compliant
1.7493    +0.0070    (+0.402%)
NAV price (ZAR) Mon 2 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 249 Rand-denominated South African--Multi Asset--High Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Multi Asset--High Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 26 Oct 2022
Fund Size (ZAR) 4 658 455 069
Latest Price 1.75
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.09%
Minimum Investment-
TTM Distribution Yield 2.58%
Fund Objective
The Sasfin BCI Horizon Multi Managed Diversified Growth Fund is a multi-managed portfolio that aims to offer investors a moderate to high total return over a long-term investment horizon, with a focus on investment growth by investing across asset classes. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act and will be managed by more than one underlying investment manager. The portfolio's net equity exposure will range between 0% and 75% of the portfolio's net asset value....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities47.94%  
 Foreign Equities18.88%  
 SA Bonds21.94%  
 Foreign Bonds2.72%  
 SA Property6.98%  
 Foreign Property0.00%  
 SA Cash1.35%  
 Foreign Cash0.19%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
VANTOSTOCK 332 231 780.1017.69%
FEPFB5 88 787 732 582.2913.20%
SMFIB 457 759 448 516.7611.72%
TIECD 112 961 515 495.1011.23%
SYGESG 6 621 048 412.299.35%
ISUSTBOND 303 716 115.902.63%
VUNEQC 48 758 556 102.892.33%
R2037 91 446 948 94.202.14%
FOFIB3 7 303 638 78.531.78%
AWBCFE 3 294 484 61.401.39%
Totals  3 239.4773.46%
Recently viewed
2 Mar1.75+0.01+0.40% 
2 Mar32.75-0.02-0.05% 
2 Mar69.56-0.06-0.08% 
2 Mar48.62+0.53+1.11% 
Watchlists
Portfolios