Individual Investor

Investment Philosophy

We seek to provide sustainable risk adjusted returns over the long term.
Investment
Philosophy

ALUWANI Capital Partners finds a better way through perfect partnerships. We combine extensive investment experience with BCI’s client infrastructure to offer individuals easy access to the following funds:

BCI Money Market Fund

Our money market funds are ideal for investors with a low risk profile who wish to preserve capital but seek returns superior to those of pure cash holdings. The objective is to enhance yield by actively managing interest rate risk and credit risk through the cycle. These portfolios make use of short-dated, investment grade fixed income instruments to deliver a diversified money market solution that is low volatility and high liquidity.



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ALUWANI BCI Enhanced Yield Fund

The Enhanced Yield Fund is a low risk, domestic only fixed income portfolio which aims to outperform the top quartile money market funds yet maintain a conservative profile. The approach is similar to a typical money market fund but with a longer modified duration of 180 days, and is underpinned by a strong philosophy that seeks to consistently deliver superior risk adjusted returns over various market cycles. Our active management of the Fund seeks to enhance yield by actively managing interest rate risk and credit risk through the cycle.



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BCI Flexible Income Fund

Our bond funds cater to the various risk and return requirements and are suitable for clients that have a medium risk profile. The investment philosophy employed in managing these portfolios is based on the principle of maximising risk-adjusted returns by extracting value from as many sources as possible through active management.



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ALUWANI BCI High Yield Fund

The fund makes use of both local and offshore high yielding instruments to deliver a diversified income solution. We seek to maximise yield at a volatility level that corresponds to a low risk fixed income portfolio.



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BCI Balanced Fund

The BCI Balanced Fund aims to generate a moderate to high long-term total return by investing a diversified spread of investable asset classes. The fund is suitable for individual investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.



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ALUWANI BCI Top 25 Equity Fund

Our investment approach is style agnostic, with the bottom up process driven by the belief that fundamental intrinsic company valuation is the only basis for sustained long-term performance. We integrate portfolio construction techniques to manage risk, this allows us to generate competitive, risk-adjusted returns on a consistent basis through any full market cycle.



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ALUWANI Conflicts of Interest Management Policy  |  ALUWANI Complaints Resolution Policy  |  ALUWANI Collective Investment Schemes Disclosures  |  ALUWANI Treating Customers Fairly Policy  |  ALUWANI PAIA Manual  |  ALUWANI ESG Policy: Please see the link to our ESG Policy. If you would like further detail around our integration and engagement initiatives please reach out to us for the annexures to this document.
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