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CAPITAL PROTECTION AND LIQUIDITY

Momentum Bond Fund

This unit trust is suited to investors with a low-to-moderate-risk profile that wants a fund that derives return opportunities mainly from fixed-income bonds.

The Momentum Bond Fund falls within our fixed income investment capability set. It is a low-to-moderate-risk fund that aims to generate outperformance relative to the FTSE/JSE All Bond Index. The investable universe of the fund will include fixedinterest instruments including duration, yield curve, credit, repos, inflation-linked debt and alternative strategies.

Fund objectives

Asset class

Fixed income

Risk

Low to moderate

Term

1-3 years

Understanding the investor’s risk profile

The Momentum Bond Fund is suitable for investors with a low-to-moderate-risk profile who are looking for the steady growth of capital and income relative to fixed income instruments. In an investment portfolio, the Momentum Bond Fund is a good diversification away from more risky investments like equities.

Understanding the fund's risk profile

Suitable for investors who do not want the risk associated with an equity investment. Interest rate risk can result in short-term capital volatility or if an issuer of one of the instruments held in the fund defaults.

One to three years.

Fund manager

Keagan Dodo

Portfolio Manager

BCom (Hons) Finance and Investment Management

MCom Financial Management Sciences

Need advice?

Chat to one of our certified financial advisers about our unit trust options.

Collective investment schemes disclosure

Always be responsible and read the disclosures before you invest. Each fund fact sheet contains fund-specific disclosure details.

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