Articles about
Income funds

“Morality, it could be argued, represents the way that people would like the world to work, whereas economics represents how it actually does work.” – Stephen Dubner, journalist and co-author of Freakonomics

Understanding your chosen fund’s risk and return targets is key.

2022 saw a dramatic resetting of interest rates, creating an opportunity set in global fixed income markets that we believe investors should be positioning their portfolios for.

Are you considering a cash investment due to risk and the need for quick access to your savings? Watch Portfolio Manager Mauro Longano as he takes us through a few compelling alternatives for cash investors. You may want to opt for a Fixed Income Fund, which will work harder than simply leaving your money in a bank account.

Remember your own tolerance for risk

We continue to focus on valuation to find attractive opportunities

2017 proved to be a strong year for most asset classes and our portfolios performed well over the period