Capita Asset Management Trust - Authorised Financial Services Provider

ABOUT - Capita Asset Management Trust

Capita Asset Management Trust is an authorised financial services provider that provides consistent, focused asset management for its clients. The company's investment philosophy is based on principles of applied knowledge.

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Investment Philosophy

Asset allocation is accepted as the most important step in portfolio construction. At Capita, the success of its stringent selection of professional asset allocators and the company's emphasis on portfolio construction is illustrated in its consistent performance.

Reputable Partnership

Capita partners with industry leaders to maximise the management and administration of its local and offshore portfolios. One such partner is Boutique Investment Partners (BIP).

Balanced Portfolio

Cautious Portfolio

Equity Portfolio

Property Portfolio

BCI Balanced Fund

BCI Cautious Fund

BCI Real Income Fund

Capita PAIA

Investment Report

COI Management Policy

FIOI