Objective and strategy
The Ashburton SA Income Fund is a specialist fund focusing on high interest-bearing investments. It aims to provide relative capital stability, optimal income returns from interest earning securities and enhance returns through a combination of diversified fixed income strategies. The fund comprises of 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 does 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.
Investor profile
This fund is suited to investors who are looking for an alternative to cash or bank deposits over 12 to 36 months and want managed exposure to income generating investments.
Why the Ashburton SA Income Fund?
- It invests in bonds that can provide a capital gain over time
- Lower return volatility is expected, compensated for by higher long-term returns
- It is ideal for a long-term interest solution in an investment portfolio
- Daily liquidity
Fund data