Product

The Atlantic BCI Enhanced Income Fund is an actively managed income producing fund, which seeks to provide income levels in excess of that provided by money market funds, while at the same time providing moderate capital growth by careful risk-constrained investment into securities offering good trading opportunities. By actively allocating and diversifying between various interest-bearing asset classes and listed property, total returns are also maximized.

Investment Objective

The objective of the Atlantic BCI Enhanced Income Fund is to preserve capital and to maximize income returns for investors. The performance objective of the fund is to achieve a total return in excess of the benchmark over rolling 36- month periods.

Asset Allocation

Performance

YearsFundSTEFI Composite
1-Year6.77%7.33%
3-Year5.05%6.64%
5-Year6.43%6.41%
Inception7.33%7.81%
* Figures quoted are from @2014 Moneymate for the period ending January 2014 for a lumpsum using NAV to NAV prices with income distributions reinvested