Investors requiring a specific allocation to the bond market but are prepared to give the fund manager some discretion to exercise his views on value in the bond market. The Fund is Regulation 28 compliant.
The Fund aims to outperform both JSE All Bond Index and the STeFI Call Index over time, utilising active bond and cash management combined with strategies which aim to reduce risk over time.
This portfolio can invest across the duration spectrum from money market to long bonds, which can result in capital volatility over the shorter term and deviation from the benchmark. It is managed in such a manner that the probability of capital losses over one-year periods is unlikely. This portfolio typically targets a return in the region of 2% - 3% above inflation before tax over the long-term.
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