Institutional Investor - Our Funds
 

Yield Enhanced Bond

Who Should Invest

This fund is suitable for Institutional investors with a low to medium risk tolerance that require a high level of income from their capital investment with relatively low risk. The product complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.

Investment Objective

To maximise income while securing steady capital growth. This is achieved by investing in a diversified portfolio of high-yield bonds in the South African market.

MONTHLY PERFORMANCE (%)

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  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

  • Contact Us

Details

Investment Vehicles

Segregated

Benchmark

BEASSA All Bond Index

Fund Managers

Gareth Bern & Roshen Harry

Inception Date

January 1998

Composite Name

Fixed Income ALBI Composite

Minimum Investment Size

Segregated: R500 million

Fees

Please contact us for a proposal