Providing you with Award-winning Funds & Unrivalled Service, so you can focus on Maximising Your Book

Stringfellow’s Award-Winning Multi-Managed Funds

Stringfellow BCI Stable Fund of Funds

Over the past 5 years, the fund has delivered:

10% PER ANNUM 

12% ABOVE THE AVERAGE OF ITS PEERS 

32% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/06/2017
Past performance is no guarantee of future performance

Stringfellow BCI Flexible Fund of Funds

Over the past 5 years, the fund has delivered:

14% PER ANNUM 

27% ABOVE THE AVERAGE OF ITS PEERS 

57% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/06/2017
Past performance is no guarantee of future performance

Stringfellow’s Wrapped Funds

Inflation Plus 2 Cautious

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Performance

Over the past 5 years, the fund would have delivered:

10% PER ANNUM 

28% MORE THAN INFLATION

Performance quoted is over a 5 year period as at 31/03/2017
Past performance is no guarantee of future performance 

Current Holdings
Stringfellow BCI Stable FoF – 26.27%
Nedgroup Inv Core Guarded – 25.83%
 Investec Cautious Managed – 18.75%
 Coronation Balanced Defensive – 15.58%
Allan Gray Stable – 13.56%
Platforms

Inflation Plus 4 Balanced

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Performance

Over the past 5 years, the fund would have delivered:

12% PER ANNUM 

43% MORE THAN INFLATION

Performance quoted is over a 5 year period as at 31/03/2017
Past performance is no guarantee of future performance 

Current Holdings
 Stringfellow BCI Stable FoF – 18.23%
 Stringfellow BCI Flexible FoF – 5.64%
 Nedgroup Inv Core Diversified – 25.33%
 Coronation Balanced Plus – 15.49%
 Allan Gray Balanced – 20.13%
Foord Balanced – 15.85%
Platforms

Inflation Plus 6 Opportunity

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Performance

Over the past 5 years, the fund would have delivered:

17% PER ANNUM 

82% MORE THAN INFLATION

Performance quoted is over a 5 year period as at 31/03/2017
Past performance is no guarantee of future performance 
 

Current Holdings
 Stringfellow BCI Flexible FoF – 18.75%
Nedgroup Inv Bravata Ww Flex A – 19.78%
Coronation Optimum Growth A – 19.61%
Foord Flexible FoF R – 23.98%

Investec Global Franchise FF A – 17.88%
Platforms

Stringfellow’s Services

Succession Planning

Providing you with a continuation plan for your practice to ensure both your clients and dependants are provided for when you’re no longer able to.

Referral Agreement

Providing your clients with investment advice, ring-fencing your business, while offering additional services to your clients and providing you with an additional income.

Investment Advice Services

Providing presentations to your clients; minimising liability exposure for asset management advice and ensuring RDR compliance.

Address

Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

Telephone

010 007 0074

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Stringfellow Investment Specialists FSP#23376
Stringfellow Advisory Services FSP#9669

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