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

06 Mar 2025

MARKETS IN A NUTSHELL — FOR FEBRUARY 2025

Investors appeared to fall out of love with US tech this February and the US stock market flashed warning signs as post-election investor optimism clashed with some harsh economic and geopolitical realities. The…

Read more

05 Mar 2025

MARKETS IN A NUTSHELL — FOR FEBRUARY 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from February. This month, she explores how the US market is losing momentum, with Big Tech struggling,…

Listen now
newsletter subscription
Sign Up Now