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Investec Absolute Income Fund

Investment objective

The Investec Absolute Income Fund targets inflation-beating returns measured over two ear periods, while actively managing downside risk.

Strategy

The fund may invest in the full range of South African fixed-income assets. These include government, corporate and inflation-linked bonds as well as listed property and cash. The fund aims to achieve its performance by identifying investment opportunities across the interest rate spectrum. Significant portions of the portfolio are protected from negative returns using financial instruments such as bond index futures and options (purchased only). The aim is to preserve capital in the event of a downward move in the market.

Fund features

  • Strong focus on capital preservation and absolute returns
  • Low probability of negative returns over six month periods
  • Adds value regardless of the direction of interest rates
  • Compelling alternative to money market and smoothed bonus funds
  • A conservative investment solution for investors seeking capital preservation over the short term
  • Compliant with Regulation 28 of the Pension Funds Act, therefore suitable for retirement funds

Literature