INVESTMENT TOOLS

Choosing an Investment


If you are unsure of which Cadiz Investment product meets your needs and requirements, then we suggest that you contact us directly. If you are an individual we suggest that you speak to your financial adviser.

Minimum Disclosure Documents

Cadiz BCI Money Market Fund
Cadiz BCI Enhanced Income Fund
Cadiz BCI Absolute Yield Fund

At Cadiz we can tell you what needs our various funds aim to meet. We may also provide you with generic information about our funds. We may not, however, offer you financial advice, which means we can’t tell you which of our products is best for your personal circumstances. This is the role of a financial advisor.

Risk Indicator

Cadiz BCI Money Market Fund

    • LOW10%

A top performing money market fund.

Earn a higher return than a bank account or term deposit.

Low annual management fee (0.25% excl VAT).

Ideal as a temporary low risk ‘parking bay’ or phasing-in vehicle.

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Cadiz BCI Enhanced Income Fund

    • LOW10%

Aims to provide investors with a high level of sustainable income and stability of capital invested.

Low variability of returns in excess of vanilla money market funds

High level of liquidity

Regulation 28 compliant

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Cadiz BCI Absolute Yield Fund

    • LOW10%

Aims to provide investors with a return of 2% in excess of cash over a rolling 3-year period and a positive return over any rolling 12-month period.

Winner of the 2010 and 2011 Morningstar Fund Awards in the Cautious Balanced and Cautious Allocation categories, respectively.

For more conservative investors who would like more consistent returns than an income fund.

Provides access to a broad range of fixed interest instruments.

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