/ SA Bond Fund

Overview

The SA Bond Fund is an actively managed, unconstrained, South African fixed-income strategy that aims to generate consistent and predictable long-term returns through investments in high-quality income-yielding debt securities. 

The objective of the fund is to achieve capital preservation and income generation by investing in long-term fixed-interest securities. The fund is benchmarked against the South African All Bond Index.

Investor Profile

The fund is suitable for investors seeking regular income with a degree of capital preservation from their capital investment. The recommended investment horizon is three years or longer. The investor must be willing to incur capital drawdown in pursuit of higher income and have a medium-low risk profile.

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Fund Facts

Risk Rating
Moderately Conservative
Benchmark
South African All Bond Index
Minimum initial investment
R 50 000
lump sum
Minimum additional investment
R 1 000
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 313 KB Open Download

Risk Profile

Fund Archive