Corion Traditional Range
Corion BCI Income Fund
Corion BCI Stable Fund
Corion BCI Growth Fund
Corion BCI Flexible Fund
Corion BCI Income Fund
Corion BCI Stable Fund
Corion BCI Growth Fund
Corion BCI Flexible Fund
Corion Global Flexible Fund (USD)
Corion BCI Worldwide Flexible Fund
Corion BCI Equity Fund
Conservative
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Aggressive
Corion BCI Income Fund
Investment Strategy
- Low risk multi-asset and strategy fund
- Objective is to maximise income
- Invests in bonds, cash, property and/or preference shares
- Low risk tolerance and short-term horizon
- Seeking higher returns than cash
Key Fund Facts
| Classification | SA - Multi Asset - Income |
| Benchmark | Stefi Composite |
| Target | Stefi Composite plus 1% |
| Reg 28 | Compliant |
| Inception Date | November 2018 |
Conservative
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Aggressive
Corion BCI Stable Fund
Investment Strategy
- Low risk multi-strategy and asset class fund
- Objective is long term capital growth
- Invests in equities, bonds, cash and/or property
- Low risk tolerance and short-term horizon
- Target return is over a three-year period
Key Fund Facts
| Classification | SA - Multi Asset - Low Equity |
| Benchmark | ASISA Category Average |
| Target | CPI + 3% |
| Reg 28 | Compliant |
| Inception Date | March 2015 |
Conservative
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Aggressive
Corion BCI Growth Fund
Investment Strategy
- High risk multi strategy and asset class fund
- Objective is long term capital growth
- Invests in equities, bonds, cash or property
- High risk tolerance and long-term horizon
- Over a three-year period, targets CPI plus 5%
Key Fund Facts
| Classification | SA – Multi Asset – High Equity |
| Benchmark | Asisa Category Average |
| Target | Inflation plus 5% |
| Reg 28 | Compliant |
| Inception Date | March 2015 |
Conservative
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Aggressive
Corion BCI Flexible Fund
Investment Strategy
- High risk flexible multi-strategy and asset class fund
- Objective is long term capital growth
- Invests in a flexible combination of equities, bonds, cash and/or property
- High risk tolerance and long-term horizon
- Target return is over a three-year period
Key Fund Facts
| Classification | SA - Multi Asset -Flexible |
| Benchmark | Composite: 50% local equity, 25% local income, 15% offshore equity, 10% offshore bonds |
| Target | CPI + 5% |
| Reg 28 | Compliant |
| Inception Date | September 2016 |
Conservative
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Aggressive
Corion Global Flexible Fund (USD)
Investment Strategy
- Moderate to high risk diversified multi-strategy fund investing in global assets and regions.
- Objective is long-term capital growth with an acceptable level of risk.
- Target return is over a five-year period.
Key Fund Facts
| Base Currency | US Dollars |
| Classification | EAA Fund USD Flexible Allocation |
| Benchmark | Composite: (65% global equities, 20% global bonds, 15% global cash) |
| Target | US Inflation (CPI) +3% |
| S65 Approved | Yes |
| Inception Date | August 2021 |
Conservative
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Aggressive
Corion BCI Worldwide Flexible Fund
Investment Strategy
- High risk flexible multi-strategy and asset class fund
- Objective is long term capital growth
- Invests in a flexible combination of equities, bonds, cash and/or property
- High risk tolerance and long-term horizon
- Target return is over a three-year period
Key Fund Facts
| Classification | Worldwide - Multi Asset - Flexible |
| Benchmark | Composite: 35% local equity, 15% local bonds, 35% offshore equity, 15% offshore bonds |
| Target | CPI + 5% |
| Reg 28 | Not Compliant |
| Inception Date | September 2016 |
Conservative
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Aggressive
Corion BCI Equity Fund
Investment Strategy
- High risk equity fund, can invest up to 100% in local equities
- Objective is long term capital growth
- High risk tolerance and long-term horizon
- Over a three-year period, targets CPI plus 5%
Key Fund Facts
| Classification | (ASISA) South African EQ General |
| Benchmark | FTSE/JSE Capped SWIX All Share Index |
| Target | Inflation plus 5% |
| Reg 28 | Not Compliant |
| Inception Date | September 2020 |