CAPITAL PROTECTION AND LIQUIDITY
Momentum Flexible Income Fund
This unit trust is suited to investors with a low-risk profile that want a fund that derives return opportunities from various sources of income-generating investments.
The Momentum Flexible Income Fund falls within our fixed income investment capability set. It is a low-risk fund that aims to match and outperform a benchmark of Consumer Price Index (CPI) +2%. Apart from assets in liquid form, the investable universe of the fund includes fixed-interest instruments including, but not limited to, bonds, cash deposits and money market instruments, preference shares, and debentures.
Fund objectives
Asset class
Fixed income
Risk
Low
Term
1 - 3 years
Understanding the investor’s risk profile
The Momentum Flexible Income Fund is suitable for investors with a low-risk profile seeking a high level of income throughout the interest rate cycle. In an investment portfolio, the Momentum Flexible Income 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. The fund seeks to minimise capital loss for investors. Capital losses are possible if an issuer of one of the instruments held in the fund defaults.
One to three years.
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