- Seek the enhanced return of a multi asset income fund, while accepting the associated risks.
- Prefer a diversified portfolio of high-quality, liquid, interest-bearing instruments.
- Access the real returns targeted by the fund, at a competitive cost.
- Suitable for cautious investors with a short to medium term investment horizon.
A fund for enhanced income and an emphasis on capital preservation
A multi-asset income fund that aims to achieve a higher return than money market or pure income funds over the medium term, adopting the increased risk associated with a wider mandate.
The fund will invest across the full spectrum of income generating assets. This will predominantly be South African interest bearing securities and may include foreign securities as well as limited exposure to derivatives, property and equity as permitted by applicable regulations.
The fund places a high premium on the liquidity of investments and does not seek to enhance return through credit risk. The fund aims to outperform its SteFI Composite Index benchmark by 1% over any 12 month period. It also aims to provide investors with a relevant real return of between 2% and 3% above inflation over time.
Why choose this fund?
* Sanlam Collective Investments