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.

Invest a minimum of R2 000 or a monthly contribution of R200.

You should invest in the fund for at least 1 year.

Applying for the Tactical Income Fund

Complete the application form, and email it to or fax it to 0860 212 123.

Apply now

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.

Read the minimum disclosure document.

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Need more help?

Let one of our consultants help you get the best account for your needs.

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