CAPITAL PROTECTION AND LIQUIDITY
Momentum Inflation Linked Bond Fund
This unit trust is suited to investors with a low-to-moderate-risk profile. The dominant driver of returns that make up the fund is inflation-linked bonds issued by government and corporates.
The Momentum Inflation Linked Bond Fund falls within our fixed income investment capability set. The fund is a specialist actively managed fixed-income fund, which seeks to provide investors with an inflation-outperforming total return. It is a low-to-moderate-risk fund that aims to generate outperformance relative to the FTSE/JSE Inflation-linked Index. The investable universe of the fund includes fixed-interest instruments including, duration, yield curve, credit, repos and inflation-linked debt.
Fund objectives
Asset class
Fixed income
Risk
Low to moderate
Term
3 years
Understanding the investor’s risk profile
The Momentum Inflation Linked Bond Fund is suitable for investors with a low-to-moderate risk profile who are looking for consistent growth in income and capital in real terms relative to inflation-linked fixed income instruments.
In an investment portfolio, the Momentum Inflation Linked 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.
Fund manager
Keagan Dodo
Portfolio Manager
BCom (Hons) Finance and Investment Management
MCom Financial Management Sciences