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SA Flexible Income

For investors seeking high income yields with some prospects for capital growth.

OVERVIEW

The strategy is suitable for investors seeking high income yields with some prospects for capital growth and low tolerance for capital loss. The investment investment horizon is 12 months to two years. The benchmark is 110% of Alexander Forbes Short-term Fixed-interest Call Deposit Index (Stefi Call).

STRATEGY

To achieve its goal, the strategy invests in a dynamic mix of listed and unlisted South African fixed interest securities and listed property counters, with some select foreign securities and active currency management to hedge out much of the currency risk. The weighted average duration of the portfolio is typically less than three years. The portfolio is unlikely to invest in equities but is permitted to do so up to 10% of portfolio, with a more likely exposure to listed property counters, well below the maximum 25% level. The portfolio complies with Regulation 28 to the Pension Funds Act.

Insights

13 Aug 2026

What matters more than getting market forecasts right? 

Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…

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04 Aug 2026

MARKETS IN A NUTSHELL — FOR JULY 2026

July brought an uneasy sense of déjà vu to markets. The fragile ceasefire between America and Iran collapsed, missile exchanges resumed and the Strait of Hormuz was once again closed to traffic. Iran struck tankers…

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