Total investment value
Annualised return
investment horizon
Short term Fund options
Popular choice
Strategic Income
This fund is for investors seeking reliable income and better returns than cash over the short- to medium-term. It invests in a mix of bonds, inflation-linked bonds, and cash — locally and globally — to deliver steady income and preserve capital with limited volatility.
- Seeks higher returns than traditional money market or income funds
- Invests in cash, bonds, inflation-linked bonds, and property, locally and globally
- Ideal for investors seeking an alternative to cash or bank deposits over 12–36 months
Risk rating
Minimum investment term
1 - 3 years
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Strategic Income
Our flagship managed income fund, allocating across the yielding asset classes.
Investor profile
The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 12 to 36 months. Seeking managed exposure to income generating investments. Believers in the benefits of active management within the fixed interest universe.
Benchmark
110% of the STeFI 3-month Index
Risk rating
Minimum investment term
1 - 3 years
Exposure to growth assets
Maximum: 10%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | OUTPERFORMANCE |
|---|---|---|---|
| Since Launch (unannualised) | 833.0% | 556.5% | 276.5% |
| Since Launch (annualised) | 9.6% | 8.1% | 1.6% |
| Latest 20 years (annualised) | 8.7% | 7.5% | 1.2% |
| Latest 15 years (annualised) | 8.3% | 6.7% | 1.6% |
| Latest 10 years (annualised) | 8.1% | 7.1% | 1.0% |
| Latest 5 years (annualised) | 8.7% | 6.8% | 1.9% |
| Latest 3 years (annualised) | 11.1% | 8.5% | 2.6% |
| Latest 1 year | 10.1% | 8.3% | 1.8% |
| Year to date | 7.9% | 6.1% | 1.9% |
SA Income
This fund is for investors seeking a conservative alternative to bank deposits through a low-risk, locally-focused investment. It invests in South African bonds, inflation-linked bonds, and cash to provide reliable income and stability.
- Seeks higher returns than traditional money market or income funds
- Invests in cash, bonds, inflation-linked bonds, and property, locally only
- Ideal for investors seeking an alternative to cash or bank deposits over 6–36 months
Risk rating
Minimum investment term
12 months +
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SA Income
The fund aims to achieve a higher return than a traditional money market or pure income fund that invests in South African assets.
Investor profile
The fund is suitable for investors who are: Looking for an intelligent alternative to cash or bank deposits over periods from 6 to 36 months. Seeking managed exposure to South African income generating investments. Believers in the benefits of active management within the fixed interest universe. Does not have appetite for exposure to offshore assets. The fund is particularly suited to those who require exposure to South African interest bearing securities as part of a diversified portfolio.
Benchmark
Alexander Forbes STeFI Composite Index
Risk rating
Minimum investment term
12 months +
Exposure to growth assets
Maximum: 0%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | OUTPERFORMANCE |
|---|---|---|---|
| Since Launch (unannualised) | 18.0% | 15.4% | 2.6% |
| Since Launch (annualised) | 9.5% | 8.1% | 1.3% |
| Latest 1 year | 8.8% | 7.8% | 1.0% |
| Year to date | 7.0% | 5.7% | 1.3% |