All unit trusts
Methodical BCI Equity Fund B1
Managed by Methodical Investment ManagementSouth African General Equity
- Price
- R2.60on 12 November 2026
- Yearly cost (TER)
- 1.09%before transaction costs
- Fund size
- R2.0bnas at 11 November 2026
- Risk profile
- High
Price over the past year
- 1 month
- -4.24%
- 3 months
- -3.63%
- 6 months
- -11.30%
- 1 year
- +11.06%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
The funds objective is to provide investors with high long-term capital growth at average or lower than average volatility.
What it costs
- Annual management fee
- 0.92%
- Performance fee
- Not published
- Total expense ratio (TER)
- 1.09%
- Transaction costs
- 0.67%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Methodical Investment Management
- Fund type
- South African General Equity
- Benchmark
- SA Equity General
- Income distribution
- Semi-annually
- Inception date
- Jan 6, 2016
- JSE code
- ACPB2
- ISIN
- ZAE000218558