Investment Objective and Strategy

The Fund seeks to exploit investment and trading opportunities on both the short- and long-end of the yield curve. This strategy provides a distinctive investment approach, via the utilisation of geared money market instruments and fixed income derivative instruments, setting the Fund apart from the traditional fixed income and income fund offerings in the South African market. Our aim is to continuously and consistently pursue a stable source of alpha and help qualified investors to meet their portfolio objectives and beat the stated benchmark. The Fund focuses on  risk–reducing, steady return-generating strategies.