The Fund aims primarily to provide a total return (the combination of income and capital growth). The secondary aim is to maximise capital return
The Fund invests primarily in fixed income securities (contracts to repay borrowed money which typically pay interest at fixed times) with the potential for high returns on income and capital. This includes gilts (fixed income securities issued by governments), other interest bearing securities and cash
Other investments may include the units of other funds and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
A specialist fixed-income fund offering actively-managed exposure to the South African bond market
Higher volatility than money market and traditional income funds
Managed in accordance with Regulation 28 of the Pension Funds Act 24 of 1956
The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise.
Important information
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