Atlantic BCI Real Income Fund ZAR A Class

Why invest in this fund?

The Ashburton Real Income fund is designed to approach the inflation beating investment target  from a fixed income point of view. It tries to maintain its performance while taking as little risk as possible. It also approaches equity investments from either an income or inflation correlation perspective. As such it should provide a performance profile that differs markedly from its peers.

What is the fund objective?

The objective of the portfolio is to provide a level of income that can sustainably rise along with inflation, while at the same time reducing volatility and capital risk. The portfolio will aim to achieve performance returns well in excess of inflation. The fund is ideal for the investor looking for a long term conservative investment, or an allocation to fixed income and equity within a broader investment portfolio.