Investors and South African medical aids seeking access to global bonds through a local unit trust. The Fund is compliant with Reg. 30 of the Medical Schemes Act.
The Fund aims to outperform the Bloomberg US Treasury Total Return Index and to provide investors with diversified exposure to global bond markets.
The Fund will have high exposure to offshore bonds and longer duration fixed interest securities, which may result in capital volatility over the medium term. The portfolio will be managed in such a manner to match or outperform the Bloomberg US Treasury Total Return Index after fees. The fund will allocate the majority of its capital towards offshore fixed interest securities and will therefore have 100% offshore currency risk.
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