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.
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.
Segregated and Pooled Life
BEASSA All Bond Index
David Knee and Gareth Bern
Specialist Fixed Interest Composite
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal