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Institutional portfolios

Fixed Income Strategy.

0

%

Annualized Return Since Inception*

R

0

m

Strategy Size

0

CONSERVATIVE

Risk Profile

Investment Growth

No Data Found

Portfolio returns are gross of management fees and are as of 30 September 2022.
Performance data source: Truffle Asset Management, Bloomberg.

Investment performance is for illustrative purposes only. Income is reinvested on the reinvestment date.
Investment growth is for the amount of R100 since inception of the portfolio.

0

%

Annualized Return Since Inception*

0

%

Benchmark Return

0

%

Outperformance

Objective

An actively managed portfolio of South African fixed income securities including corporate and government bonds. The portfolio aims to achieve high yields of income while focusing on preserving capital.

Investable Universe

An actively managed portfolio investing in South African fixed income securities including corporate and government bonds. The portfolio does not invest in equity securities, property securities, or cumulative preference shares.

Why choose this portfolio?

  1. Invests in a wide range of fixed income instruments.
  2. The portfolio is actively managed through changing market cycles.
  3. Capital protection is a central focus.

Portfolio Overview

STeFI Composite Index

Targeted Return

No

Regulation 28

Conservative

Risk Profile

1 - 2 years

Ideal Investment Timeframe

22 September 2016

Portfolio Inception Date

R250 million

Minimum Investment Amount