Blue Quadrant MET Worldwide Flexible Fund

The Blue Quadrant MET Worldwide Flexible Fund is a regulated Collective Investment Scheme suitable for retail investors seeking meaningful offshore exposure. The fund will allocate invested capital to a range of equity securities, listed on both local and offshore exchanges with the aim of generating sustainable real returns over the long-term

Mandate and Benchmark

The objective of the fund is to deliver returns in excess of the MSCI World Index over a rolling five-year period. The fund’s core investment universe will include equity securities and/or exchange traded funds listed on any major global securities exchange including South Africa. In addition to equities, domestic and foreign fixed income, property and money-market securities may also be included in the investment universe.

The portfolio’s asset allocation will remain flexible and its exposure to equity investments may vary depending on existing market and economic conditions and available investment opportunities. The portfolio’s net direct and indirect equity exposure will vary between a minimum of 50% to a maximum of 100% of the portfolio’s NAV. The portfolio may allocate up to 20% of invested capital towards small and medium-sized capitalization shares or growth companies. The exposure to any single small or medium-sized equity investment, as defined, will be limited to 5% of the portfolio’s NAV*

* These mandate limits are “soft” or internal limits and not regulatory mandate limits.

Documents

Application Forms

The online application process from MET Collective Investments can be accessed here. Alternatively, please download the relevant form below.

Individual Application Form

Entity Application Form

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Information

The Blue Quadrant MET Worldwide Flexible Fund can be accessed via MET Collective Investments. Please find additional information here on MET Collective Investments and on the Blue Quadrant MET Worldwide Flexible Fund here.

Information about unit trusts and investing can be accessed on our Education page, or alternatively, please contact us with any queries you may have.