What is the fund objective?
The fund seeks to maximise interest income, preserve capital and provide immediate liquidity for investors. It will invest in a diversified portfolio of money market instruments.
The maximum term of instruments included will be limited to 13 months and the weighted average duration will not exceed 3 months.
The fund complies with Regulation 28 of the Pension Funds Act, 1956.v
What is the investment process?
We believe our overall investment philosophy and governance processes are among our key strengths. Our investment process is the means by which we map our philosophy about markets to a portfolio. We believe our process is well designed to exploit opportunities as they arise. We integrate risk management into the fabric of our investment process with the aim of protecting the assets that we manage for our clients. Our portfolios follow a disciplined methodology in the selection of equities, fixed income, cash, offshore and other instruments as is applicable to the fund’s investment mandate.
Why invest in in this fund?
The fund is suitable for investors requiring a competitive interest rate, with regular income distributions, capital preservation and liquidity in the short term.
How do I invest?
You will also need to review the relevant fund literature which can be found here.
If you are unsure if this fund is appropriate for your needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.
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Annualised performance since 2007:
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