This is a low risk, stable portfolio for conservative clients, suitable for retirees or clients approaching retirement. We will target a return of 2 % above inflation (per annum) over a rolling three (3) year period*.

Like a feather is designed to protect a bird, the Edge BCI Cautious Fund is designed for the more conservative investor.

(*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 Cautious Fund Portffolio - 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.