Our Services
Comprehensive investment management solutions designed for financial advisers and their clients.
Diversified, professionally managed unit trust portfolios
Collective Investment Scheme Management
We manage South African-domiciled and offshore collective investment schemes, providing investors access to diversified, professionally managed portfolios across multiple asset classes.
Key Features
- SA-domiciled unit trusts across equity, balanced, and stable mandates
- Offshore fund structures for global diversification
- Rigorous fund selection through quantitative and qualitative analysis
- Ongoing monitoring and rebalancing to maintain optimal allocations
- Transparent fee structures aligned with investor outcomes
Our CIS Funds
Star BCI Stable Fund A
1 Year Return
13.23%
Benchmark: 15.99%
AUM
R738M
Star BCI Balanced Fund A
1 Year Return
17.41%
Benchmark: 19.79%
AUM
R1.64B
Past performance is not necessarily an indication of future performance. All returns shown are annualised and net of fees as at 31 January 2026. Collective Investment Schemes are generally medium to long term investments. The value of participatory interests may go down as well as up. Source: BCI fund fact sheets.
Model portfolios built for independent financial advisers
Local & Global Discretionary Fund Management
Our discretionary fund management service provides independent financial advisers with institutional-quality model portfolios, spanning South African and international markets. Built on deep research and a disciplined investment process.
Key Features
- Risk-profiled model portfolios from conservative to aggressive
- Blend of local and global asset allocation for true diversification
- Leveraging a global network of research partners for best-in-class insights
- Regular portfolio reviews and transparent reporting for advisers and clients
- Compliance support to meet FSCA regulatory requirements
Our Global Funds
Star Global Growth Fund S65
1 Year Return
11.13%
Benchmark: 12.93%
AUM
$27M
Star BCI Global Growth Feeder Fund A
1 Year Return
-4.52%
Benchmark: 0.53%
AUM
R95.6M
Past performance is not necessarily an indication of future performance. All returns shown are annualised and net of fees as at 31 January 2026. Collective Investment Schemes are generally medium to long term investments. The value of participatory interests may go down as well as up. Source: BCI fund fact sheets.
Personalised solutions for sophisticated investors
Bespoke Discretionary Fund Management
For high-net-worth individuals and institutions with unique requirements, we construct bespoke portfolios tailored to specific objectives, risk parameters, and time horizons.
Key Features
- Fully customised portfolio construction around your specific needs
- Direct engagement with our investment team throughout the process
- Flexible mandates accommodating unique constraints or preferences
- Consolidated reporting across all holdings
- Regular strategy reviews to adapt to changing circumstances
Interested in partnering with us?
Get in touch to discuss how our investment management capabilities can support your practice and your clients.
Contact Us