This is a diversified portfolio suitable for all types of investors. We will target a return of 4 % above inflation (per annum) over a rolling three (3) year period.

Like an ant with its diligence and hard work gathers food for the winter, the Edge BCI Balanced Fund is designed to enable to investor to be prepared for that long winter.

(*While the portfolio manager will attempt to minimise risk, it is possible that the investor could incur losses, including the loss of principal invested.)

Edge BCI Balanced Fund Portfolio - Download

A little about us

At Edge, we do not underestimate the power of vision. We believe that one of our greatest achievements lies in the Quality of our Service. Our motto is "Keeping the end in mind", this does not only apply to our investment principles and future planning principles, but also to our principles regarding service, and what we can uniquely offer our clients.