Investors seeking stable real returns and aiming to maximise income via exposure to primarily the South African money and bond markets. This Fund is suitable for investors with a short- to medium-term investment horizon and is Regulation 28 compliant.
The Fund 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.
These portfolios typically have no or low equity exposure, resulting in higher interest yields and stable capital values with the probability of capital losses over the shorter-term (3 months) highly unlikely. These portfolios typically target returns in the region of 1% – 3% above inflation before tax over the long-term.
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