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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

10 Dec 2024

MARKETS IN A NUTSHELL — FOR NOVEMBER 2024

November saw a strong US stock market rally following Trump's victory in the 2024 election, with the S&P 500 up 5.7% and the Dow Jones climbing over 7%. But what's behind the market's optimism? Investment…

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05 Dec 2024

MARKETS IN A NUTSHELL — FOR NOVEMBER 2024

The GOP clean sweep of the US elections and the ensuing Trump Trade dominated global markets in November. US stock markets rallied to their best monthly performance this year on the conclusive elections result.…

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