This website uses cookies. Read more. Okay

SA Bond

For investors with a moderate risk profile seeking exposure to South African bonds.

OVERVIEW

The strategy is suitable for investors seeking high income yields with prospects for capital gain and a moderate investment risk profile. It aims to outperform the FTSE/JSE All Bond Index over rolling three-year periods, with lower risk of loss. The investment horizon ought to exceed three years.

STRATEGY

To achieve its goal, the strategy invests in a broad spectrum of listed and unlisted South African interest-bearing securities of variable durations, reflecting the manager’s assessment of interest rate trends. The weighted average duration of the portfolio will typically be within two years of the risk budget as determined by the FTSE/JSE All Bond Index. The income characteristics will be in line with prevailing weighted average South African bond market yields. The portfolio is managed to comply with the statutory investment limits set for retirement funds in South Africa (regulation 28).

 

Insights

07 Aug 2025

MARKETS IN A NUTSHELL — FOR JULY 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and Chinese markets, underlying risks are emerging. US economic…

Listen now

05 Aug 2025

MARKETS IN A NUTSHELL — FOR JULY 2025

Global markets pushed higher again in July. US equities led the gains, with the index of the five hundred most valuable companies on US bourses making a slew of record highs. Blockbuster results from Big Tech giants…

Read more
newsletter subscription
Sign Up Now