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

10 Mar 2026

YOU CAN'T PREDICT THE MARKETS, BUT YOU CAN PREPARE FOR THEM

Brian Arcese, Portfolio Manager at Foord Asset Management, explains how the Foord International Fund’s all-weather approach is positioned for 2026

Read more

04 Mar 2026

MARKETS IN A NUTSHELL — FOR FEBRUARY 2026

February ended in dramatic fashion as the United States and Israel launched air strikes on Iran. Iran’s supreme leader, Ayatollah Khamenei, was reported killed. Tehran described the attack as ‘criminal’ and vowed…

Read more
newsletter subscription
Sign Up Now