Bond

South African - Interest Bearing - Variable Term

An actively managed fixed income fund that aims to outperform the All Bond Index
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GENERAL INVESTOR REPORT

FUND DESCRIPTION:

An actively managed fixed income fund that aims to outperform the All Bond Index.

INVESTOR PROFILE:

The fund is suitable for investors who are: Risk averse and seek exposure to less risky assets. Seeking to use the fund as part of a diversified portfolio. Requiring an investment vehicle focused on capital growth and income generation through active selection in the domestic bond market.

BENCHMARK:

BEASSA ALBI Index

FUND MANAGER:

Nishan Maharaj, Steve Janson and Seamus Vasey

LAUNCH DATE: 01 August 1997
FUND SIZE: R 3.73 billion
NAV (10 January 2025): 1,437.24
NUMBER OF R - UNITS: 20913408.27
TIME HORIZON: 3 - 5 years
RISK RATING:
5/10

The fund seeks to maximise returns from a diverse range of primarily South African bonds. The fund has been a top quartile performer since launch.

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