Credit Income Strategy

This strategy is designed for retirement funds requiring cash plus returns and stable capital values.
This strategy is designed for retirement funds requiring cash plus returns and stable capital values.

Strategy overview

The strategy focuses on reducing volatility of returns and preserving capital through active management and very low duration.

Strategy philosophy
  • We believe that fundamental research can reduce the probability of experiencing defaults
  • Diversification is the best defence against the impact of defaults
  • Portfolio risk management must be integral to the credit process
  • Idea generation and pro-active origination can add significant value

Strategy highlights

01

Invests only in investment-grade credit.

02

Moderate liquidity.

03

Investments include unlisted instruments and offshore investments (which are hedged back to ZAR).

Portfolio risk management must be integral to the credit process.
Simon Howie and Bashier Omar

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