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.
To maximise income while securing steady capital growth. This is achieved by investing in a diversified portfolio of bonds in the South African market.
BEASSA All Bond Index
Fixed Income ALBI Composite
Segregated: R500 million
Please contact us for a proposal
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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