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.
|
| |
 |