Classification: South African - Interest Bearing - Money Market
Tax-Free Savings: Yes
The Fund invests in cash and high-quality capital market instruments. The Fund is structured to minimise the risk of not meeting the benchmark. Returns achieved above the benchmark are used in specialist strategies designed to further enhance yield.
Investors seeking a liquid, low-risk money market offering, with enhanced yields. This Fund is suitable for investors with a short-term investment horizon and is Regulation 28 compliant.
The Fund aims to achieve returns above the STeFI Call Index, while minimising the risk of any underperformance. Importantly, the Fund is managed conservatively, and it aims to maintain capital stability and liquidity.
These portfolios typically have exposure to a variety of interest-bearing assets, resulting in higher interest yields and stable capital values with the probability of capital losses highly unlikely. These portfolios typically target returns in the region of 1% – 3% above inflation before tax over the long-term.
Classification: South African - Interest Bearing - Short Term
Risk Factor Conservative
Classification: South Africa - Interest Bearing - Money Market
Risk Factor Conservative
Classification: South African - Multi Asset - Flexible
Risk Factor Conservative
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