A fund for stable income and an emphasis on capital preservation

A short term interest bearing fund with an objective to earn a higher level of income than money market deposit rates over the medium term. The fund invests in liquid South African listed fixed income instruments, including government bonds, money market instruments and high-quality non-government credit. The benchmark of the fund is to outperform the STeFI Composite Index over any rolling 12M period. The fund also aims to provide real capital preservation with a secondary investment target of CPI+2% and aiming to not deliver less than CPI over any 12M rolling period.

Why choose this fund?

  • Stable income from high quality and diversified interest bearing investments.
  • Access to low cost real returns through a transparent investment mandate.
  • Suitable for short to medium term investors with lower risk appetite than equities or balanced funds.

* Sanlam Collective Investments