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 medical aid schemes where investments need to comply with Regulation 30 of the Medical Schemes Act.
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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