Fund objective
The objective of the Fund is to seek opportunities to deliver a high level of income and long-term stability on capital invested.
Fund policy
The investable universe of the Fund includes interest-bearing securities (including, but not limited to, bonds, convertible bonds, debentures, corporate debt, cash deposits and money market instruments) as well preference shares, equity securities, property securities, and assets in liquid form.
With the purpose of seeking opportunities to enhance the Fund’s income return, the Fund may invest in securities such as equity-linked notes that are exposed to price movements in the equity markets as well as derivative instruments such as futures and options linked to the equity exposure of equity-linked notes and other such instruments.
The Fund may, from time to time, invest in listed and unlisted financial instruments.
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.
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Portfolio managers
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Key documents
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FUND FACTSHEETS
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