The fund aims to deliver higher risk-adjusted returns than traditional money market or pure income portfolios, while preserving capital over a 12-month period.
What you need to know
- The fund actively manages exposure to the South African yield curve, based on the interest rate cycle and is not constrained by a particular fixed-interest benchmark weighting.
- The duration characteristics may be that of a money market fund, a pure income fund or a combination thereof, depending on the interest rate cycle.
- The strategy allows benefits from reduced risk and improved returns on a cycle-adjusted basis.
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