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

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

BEASSA All Bond Index

Fund Managers

David Knee and Gareth Bern

Inception Date

January 1998

Composite Name

Specialist Fixed Interest Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal