What is the fund objective?
The fund is a specialist portfolio focusing on high interest bearing investments. It aims to provide relative capital stability and optimal income returns from interest earning securities.
In order to achieve these objectives, the fund comprises a combination of bonds, fixed deposits and other interest earning securities which have a fixed maturity date and either have a predetermined cash flow profile or are linked to benchmark yields. The fund will not invest in equity securities, real estate securities or cumulative preference shares.
The fund’s duration will be limited to a maximum of two years. The fund aims to enhance returns through a combination of diversified fixed income strategies which include duration, curve, credit, inflation linked and also relative value opportunities.
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?
This fund is suited to investors who are:
• looking for an alternative to cash or bank deposits over 12 to 36 months
• seeking managed exposure to income generating investments
• wanting to take advantage of active management within the fixed interest universe
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 you needs, speak to your financial advisor. Alternatively, if you do not require advice you can invest now.
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Annualised performance since 2011:
*Hover on chart to see values