Strategic Income Funds

Objective:
The investment objective is to generate returns higher than that delivered by traditional money market and income funds with the emphasis on protecting capital at all times.

Investment Strategy:
This fund invests in: Government Bonds, Corporate Bonds, Inflation-linked bonds, Money-Market instruments, Preference Shares and Listed Property. The emphasis is on using economies of scale to achieve a higher rate of return than an individual investor could have. Selection remains focused on credit quality and liquidity. The benchmark is calculated as the weighted average return of 80% STeFI composite and 20% JSE All Bond Total return index.

Investor Profile:
This product is suitable for income conscious investors with a longer time horizon and a higher risk profile than Cash Plus.