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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

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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