Pooled Funds
Investment Funds
BCI provides our clients with the flexibility and efficiency of selecting the appropriate investment mix through our pooled funds that are diversified by asset class, region, and style. Like a mutual fund, a pooled fund combines our clients’ contributions and is then invested in securities and other assets. This structure provides economies of scale, allowing clients to obtain a more diversified portfolio at a lower cost than investing individually.
BCI holds all assets in trust; clients do not own the individual assets within BCI’s investment portfolios.
Pooled Fund Performance
Performance results for the period ending March 31.
Other than private markets, BCI’s pooled portfolios open on a regular basis (daily, weekly, monthly, and/or quarterly). The unit price is determined by dividing the market value of the pooled portfolio by the number of outstanding units. However, we also provide closed-end pools for certain illiquid investments for which it is difficult and/or prohibitively expensive to obtain regular market valuations. In the case of closed-end pools, participating clients contribute a designated portion of the investment capital and receive an equivalent portion of the return distributions.
Expenses incurred by a pooled portfolio are recovered from clients through a reduction in the market value of the units. This ensures that costs are shared on a pro-rated basis. For example, if a client owns five per cent of a pooled portfolio, they will pay five per cent of the costs and expenses incurred by that portfolio.
BCI’s Board of Directors approve the policies of the pooled investment portfolios.
While pooled investment portfolios are BCI’s primary investment vehicle, we provide segregated asset management when this service better suits a client’s needs.
Fixed Income
December 31, 2022
See AlsoWhat is a pooled income fund?Global Partnership Fund
December 31, 2022
Infrastructure & Renewable Resources
December 31, 2022
Parkpool
December 31, 2022
Principal Credit Fund
December 31, 2022
Private Equity
December 31, 2022
Public Equity
December 31, 2022
BCI QuadReal U.S. Pension A
December 31, 2022
BCI QuadReal U.S. Pension B
December 31, 2022
BCI QuadReal U.S. Pension C
December 31, 2022
BCI QuadReal Multi Asset Realty
December 31, 2022
BCI QuadReal Real Estate Debt
December 31, 2022
BCI QuadReal Realty
December 31, 2022
Realpool Global
December 31, 2022
Realpool Global Mexico
December 31, 2022
