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Our bond portfolios are either managed in a ‘best house view’ way, which is relatively unconstrained with high conviction; or in a risk-controlled fashion against a benchmark. We invest across the entire spectrum of the fixed interest investment universe, including corporate bonds, government bonds, parastatal bonds and inflation-linked bonds.
Outperform the benchmark (the 3-month Johannesburg Interbank Agreed Rate) over the long term and maximise income through exposure to high-yielding, primarily unlisted debt, while taking into consideration credit risk
Provide income and capital growth through a well-diversified bond portfolio that is a basket of permitted public and private fixed interest securities; the Fund aims to outperform the BEASSA All Bond Index
Outperform the relevant benchmark consistently over the long term by investing in government, State-owned Enterprises (SOEs) and bank inflation-linked bonds