IMPORTANT! This website will be taken down on 30 June 2017 as Atlantic Asset Management is now part of Ashburton Investments.


Atlantic’s BCI Stable Income Fund is an actively managed cash fund which is designed to deliver returns that are higher than that of a traditional money market unit trust fund. This fund differs from a money market fund due to the fact that the Fund Manager is able to invest in income generating instruments that have a slightly longer duration than that of a traditional money market fund.

Investment Objective

The investment objective of the portfolio is to maximise the current level of income within the restrictions set out in the investment policy, while providing high stability of capital. The portfolio will aim to achieve performance returns in excess of money market yield and current account yields.

Asset Allocation


YearsFundSTEFI Index
Inception 5.93%6.43%
* Figures Quoted are from @2014 Moneymate for the period ending January 2014 for a lumpsum using NAV to NAV prices with income distributions reinvested