Bond & Income Portfolio

The portfolio seeks to maximize total return by investing for both current income and capital appreciation. This is achieved by investing in fixed income securities such as bonds, money market, inflation-linked bonds and preference shares. Duration is a key driver of the investment strategy.

Product Objective
To outperform the better of cash and money market instruments

Benchmark
IJG Money Market Index/ IJG Cash Index

Risk Definition
To avoid capital loss

Time Horizon
1 year

Investment Universe
Namibian and South African listed nominal bonds, inflation-linked bonds and money market instruments.

Investment Strategy

  • Credit Analysis & View
  • Active trading
  • Duration Bet