We’re excited to have been chosen by Boutique Investment Partners to implement and manage the index exposures within an innovative new range of low-cost, passive and factor-based Multi-Asset funds – the Select BCI Range. It speaks volumes about our approach, and the experts’ view of it.

Boutique Investment Partners (BIP) is one of the largest retail multi-managers and investment consultants in South Africa. The team consists of highly skilled and experienced investment professionals, and has a performance track record dating back to 2006. During this period, they have built up an enviable multi-manager investment track record. They have been the recipients of many industry awards over the years. This demonstrates their asset allocation and fund selection skills. BIP manage and provide investment consulting services on assets in excess of R45 billion and consults to some of the largest independent investment focused IFAs in South Africa.

Over the course of 2020, BIP conducted a full-scale due diligence exercise to seek out the most cost-effective and robust partner to provide the ‘engine’ behind the passive exposures in their new fund range. CoreShares is delighted to have been selected for the job!

The new Select BCI range incorporates both plain vanilla indices and factor-based investment strategies, delivering returns smartly and economically. The new range:

  • Select BCI Enhanced Core Equity Fund
  • Select BCI Enhanced Core Cautious Fund (Reg 28 compliant)
  • Select BCI Enhanced Core Balanced Fund (Reg 28 compliant)
  • Select BCI ESG Equity Fund

These funds are simple and strategic with no active, or tactical, asset allocation. Instead they stick to a systematic approach rebalancing to Strategic Asset Allocation weights only.  The strategies have sufficient scale and assets under management to minimise cost/TIC to the end investor. The Strategies have been back-tested extensively for investment robustness and structural integrity.

We look forward to the ongoing partnership with BIP and wish them, and indeed their clients, the very best with these new funds.

Please contact us for more information on these funds.