Unit Trusts

There are several advantages to investing into a unit trust fund:

Extremely tax efficient - only the profit on the sale of units being deemed tax events for capital gains tax.

Highly liquid - as it can be liquidated with 24 hours notice.

Low transaction cost.

Secure - Unit trusts are highly regulated by the Financial Services Board and all assets of the fund are held in a trust for the underlying investor.

Minimum Size of Investment - The minimum initial investment in either one of the Centaur Funds is R100,000.

 

FUND CHARACTERISTICS TYPICAL
EQUITY EXPOSURE

CENTAUR BCI FLEXIBLE FUND

Medium to high risk fund where the fund will be around 80% as volatile as the market.

The targeted long term real return is 6%.

Have a minimum 5 year horizon.

60% - 90%

CENTAUR BCI BALANCED FUND

Medium risk fund where the fund will be around 60% as volatile as the market.

The targeted long term real return is 4%.

Have a minimum 3 year time horizon.

40% - 75%