Fund fact sheets

Engelberg Global Cautious Fund

GLOBAL

The investment objective is achieved through a diversified global portfolio that invests across a broad range of asset classes and currencies in varying proportions over time. These asset classes include global equities, fixed income, property, infrastructure, money market instruments as well as securities that provide exposure to commodities.

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Engelberg BCI Global Feeder Fund

LOCAL

The portfolio will apart from assets in liquid form, invest solely in the participatory interests of the Engelberg Global Fund IC Limited, a cell incorporated under the Momentum Mutual Fund ICC Limited, domiciled in Guernsey.

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Engelberg BCI Balanced Fund

LOCAL

The Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints. The investment manager has complete flexibility to vary the exposure to different asset classes as economic conditions changes. The portfolio’s net equity exposure ranges between 0% and 60% of the portfolio’s net asset value.

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Engelberg BCI Income Fund

LOCAL

The Engelberg BCI Income Fund is an income portfolio with an objective to enhance the portfolio’s income yield by actively managing interest rate risk and credit risk through the interest rate cycles. This will be achieved by making use of short-dated domestic fixed income instruments to deliver a diversified money market solution that has low volatility and high liquidity combined with carefully monitoring of its capital stability.

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