Fund objective
The objective of the Fund is to provide superior risk-adjusted returns over and above the All Bond Index (ALBI) irrespective of market conditions.
Fund policy
The main objective of the Fund is to provide superior risk-adjusted returns over and above the published All Bond Index (ALBI) irrespective of market conditions. We believe that markets are not always efficient and therefore present mispriced opportunities, which can be taken advantage of to generate excess returns. We aim to seek out mispriced risk in the market consisting of inter and intra market arbitrage. The Fund looks to take advantage of any short or long-term anomalies in the market, while minimising any risks associated with running those positions.
A disciplined approach to quantitative analysis within a team framework can help identify these mispriced assets. We believe that a team-based quantitative approach to the valuation of assets, combined with cutting-edge portfolio construction techniques and risk management help build a fund to achieve the stated objectives of superior risk-adjusted returns.
Risk indicator
The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.
FUND FACTSHEETS
Sign up for our fund factsheets
Stay informed by subscribing to receive our latest fund factsheets delivered straight to your inbox.
"*" indicates required fields
Values-driven investing
Portfolio managers
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Key documents
Download the necessary application form to start your investment journey.
Please complete this form to begin your unit trust investment as an individual investor; supporting documents are required in accordance with FICA regulations— refer to page 11 of the application form for details.
Download
Please complete this form to begin your unit trust investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 14 and 15 of the application form for more information.
Download
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields