Investment Funds

Our Fund Range

Choose from our range of professionally managed funds designed to meet your investment objectives.

Income Funds

low risk

Designed for investors seeking regular income with capital preservation.

Portfolio Objective
low risk

The Delta 4 BCI Income Fund is an income-generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested

Investment Strategy
low risk

The portfolio will be managed in compliance with prudential investment guidelines, subject to a maximum equity exposure of 10% of the portfolio’s net asset value. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest-bearing securities, non-equity securities, money market instruments, preference shares and assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes. The portfolio may from time to time invest in listed and unlisted financial instruments.

Important Notice: Collective Investment Schemes (Unit Trusts) are generally medium to long-term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to future performance. Please read our full disclosure documents before investing.