INCOME PROVIDER FUND

Investment and Return Objective

The Fund aims to return Prime + 1% per annum through a full interest rate cycle while providing stability by aiming never to lose capital over any rolling 3 month period.

Who Should Invest

Investors seeking stable real returns and aiming to maximise income via exposure to primarily the eSwatini money and bond markets. This Fund is suitable for investors with a short- to medium-term investment horizon.

Investment Process

This Fund invests in local and South African fixed income instruments to meet the investment objectives. Fund performance can be enhanced from taking interest rate views or duration, yield enhancement via credit instruments and asset allocation between income producing asset classes.

Risk IndicatorLOW

This portfolio has no equity exposure, resulting in higher interest yields and stable capital values with the probability of capital losses over the shorter term (3 months) highly unlikely .