Classification South African - Multi-Asset - Income
Risk Factor Moderately Conservative
Summary
Aims to outperform cash and typical income funds (STeFi Call + 3% per annum through a full interest rate cycle) with enhanced income yield while maintaining constrained credit risk exposure to avoid undue capital preservation risk.
Introduces high diversification across high-yielding assets and high-quality liquid assets.
Potential investors should have a marginally high tolerance for risk for the higher expected income yields.
This Fund is suitable to investors with a medium - to long - term investment horizon
Aims to return CPI + 3% per annum through a full interest rate cycle while providing stability by aiming never to lose capital over any rolling three-month period.
Provides stable real returns and maximises income via exposure to primarily the South African Money and Bond markets. No offshore exposure.
No or low effective equity exposure with high interest-rate yields and stable capital values.
Aims to return CPI+3% per annum through a full interest rate cycle while providing stability by aiming never to lose capital over any rolling three-month period.
Provides stable real returns and maximises income via exposure to primarily the South African Money and Bond markets.
No or low effective equity exposure with high interest-rate yields and stable capital values.
Suitable for Medical Schemes (complies with Regulation 30)
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