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    M&G Core Bond

    MONTHLY PERFORMANCE (%)

    -

    Who Should Invest

    This fund is suitable for Institutional investors with a low to medium risk tolerance that require a high level of income from their capital investment with relatively low risk. The product complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.

    Risk Profile

    Low-Medium Risk

    Investment Objective

    To maximise income while securing steady capital growth. This is achieved by investing in a diversified portfolio of bonds in the South African market.

    Details

    Investment Vehicles

    Segregated

    Benchmark

    BEASSA All Bond Index

    Inception Date

    January 1998

    Composite Name

    Core Bond Composite

    Minimum Investment Size

    Segregated: R500 million

    Fees

    Please contact us for a proposal

    Prices

    Date Unit Price

    Fees

    • Fund Return

    • Benchmark Return

    • Outperformance

    Contact Us

    Our Fixed Income Offering

    We have global expertise and experience managing a broad range of fixed income Funds. These Funds invest in various fixed income securities across different maturities, depending on the client’s specific risk and return requirements. These include cash; money market instruments; government, semi-government and corporate bonds; inflation-linked bonds and other high yielding securities. In fixed income management, we interpret value to apply to exploitable opportunities in credit and liquidity mis-pricing, rather than trying to exploit duration positions through interest rate forecasting.

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