SA Unit Trust

Ninety One Money Market Fund

Objective

Investment objective summary

  • The Fund aims primarily to provide a high level of current income whilst maintaining capital preservation and liquidity (ability to convert investments to cash easily). A secondary aim is to provide capital growth
      • The Fund invests in a varied range of money market instruments
      • The Fund is a short term money market fund and while it aims to preserve capital, this is not guaranteed
      • Investment may also be made in derivatives (limited to interest rate swaps only)

      Fund features

      • Intends to deliver capital preservation with minimal volatility; returns are a function of interest and capital values, which could reduce in extreme cases
      • Highly liquid and designed for short-term investments
      • Managed in accordance with Regulation 28 of the Pension Funds Act 24 of 1956
      Lisa MacLeod
      Portfolio Manager
      Lisa is a portfolio manager within the South African Rates team at Ninety One responsible for...

      Performance & returns

      Literature & factsheets

      Portfolio & Holdings

      Date as of 31/01/2026
      Sum Of Local Assets
      100
      Cash / Money Market
      100

      Distributions & yields

      Specific fund risks

      Default

      There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss.

      Interest rate

      The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise.

      Important information

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      Relevant risk disclosures are available in the applicable documents, which can be requested free of charge.

      For details on specific funds, please refer to the relevant fact sheets.

      For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.