Performance
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Annualised Return Since Inception*
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Benchmark Return
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Outperformance
Portfolio returns are gross of management fees and are as of 30 June 2026.
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.
*Annualised return is the weighted average compound growth rate over the performance period measured.
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?
- Invests in a wide range of fixed income instruments.
- The portfolio is actively managed through changing market cycles.
- Capital protection is a central focus.
