This fund is ideal for investors who are looking to maximise their income return over the short-to-medium term without assuming too much risk of capital loss. The recommended investment horizon is 1-2 years, or longer depending on income needs and risk profile.The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28).
This funds aims to maximise income while providing investors with relative capital stability. This is achieved by investing in a diversified portfolio of non-equity securities in the South African market.
South African - Interest Bearing- Short Term
STeFI Composite Index measured over a rolling 12-month period
Roshen Harry and Sandile Malinga
6 December 2016
Investor Class (A): R10 000
Investor Class (A): R500 pm
Accrued daily, distributed monthly
No initial fees are charged
Investor Class (A): 0.50%
This fund invests in a flexible mix of non-equity securities in the South African market. It is suitable for short-to-medium term investors looking for an actively managed interest-bearing fund. Compared to traditional money market and enhanced cash funds, the fund can have a longer weighted average duration (maximum 24 months) with no limit on the maximum maturity period for any one instrument.
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