We build lasting value, and growth by investing in people

Welcome to Optimum Investment Group, where your financial success is our top priority.

Passionate – Dedicated – Professional

achieve your financial goals with purpose & strategy

Explore our diverse range of investment funds tailored to meet your unique goals and risk tolerance. Our commitment to excellence and expertise ensures that you have access to investment opportunities that align with your financial aspirations.

At OIG, we understand that each investor has unique financial goals and risk tolerance. Our dedicated team of experts is here to guide you through the fund selection process, ensuring that your investment strategy aligns seamlessly with your aspirations.

UNIT TRUSTS

Optimum BCI Income Fund A

A specialist income generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.

Low Risk

Optimum BCI Balanced Fund C

The primary objective of the Optimum BCI Balanced Fund is to offer investors a moderate long term total return. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.

Medium Risk

Optimum BCI Stable Fund C

The primary objective of the Optimum BCI Stable Fund is to provide investors with a high level of income and stable capital growth. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.

Med-Low Risk

Optimum BCI Managed Growth Fund C

The primary objective of the Optimum BCI Managed Growth Fund is to offer investors a high long term total return. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act

Med-High Risk

Optimum BCI Worldwide Flexible Fund of Funds A

The Optimum BCI Worldwide Flexible Fund of Funds is a worldwide flexible portfolio with the objective of providing investors with medium to high long term total returns.

Med-High Risk

Optimum BCI Equity Fund A

The Optimum BCI Equity Fund is a general equity portfolio that seeks to sustain high long-term capital growth. The portfolio’s investment universe consists of equity securities, preference shares, property shares and property related securities listed on exchanges, money market instruments and assets in liquid form.

High Risk

BCI Guernsey Global Growth Feeder Fund A

The BCI Guernsey Global Growth Feeder Fund aims to provide investors with long term capital growth. The portfolio will apart from assets in liquid form, invest solely in the participatory interests of the Guernsey Global Growth Fund PC, a sub-fund of SA Alpha PCC Limited, domiciled in Guernsey.

High Risk