SA Unit Trust

Ninety One Global Diversified Income Feeder Fund

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Objective

Investment objective summary

  • The investment objective of the portfolio is to provide returns in excess of the Overnight US Dollar SOFR (or other reference rate) over rolling 12 to 18 month periods, consisting of income with the opportunity for capital growth.
      • The underlying fund primarily invests in a broad range of global fixed income instruments that may include (amongst others) government and corporate bonds from developed and emerging markets, which may be denominated in any currency.

      Fund features

      • Invests wholly in the foreign-domiciled Ninety One Global Diversified Income Fund
      • High-conviction, actively managed conservative global income fund
      • Attractive income yield with low volatility and limited downside
      Adam Furlan
      Portfolio Manager
      Jason Borbora-Sheen
      Portfolio Manager
      Team
      Portfolio Manager

      Performance & returns

      Literature & factsheets

      Portfolio & Holdings

      Date as of 30/04/2026
      Sum Of Local Assets
      1
      Cash / Money Market
      2
      Bonds
      1.6
      FX
      -2.6
      Sum Of Foreign Assets
      99
      Cash / Money Market
      70.3
      Bonds
      26.6
      FX
      2.1

      Distributions & yields

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