To outperform the Simonis Storm Securities Daily Bond Index over a rolling 2 year period while managing the interest rate risk in relation to modified duration.
Who should consider investing in this fund?
Investors who wish to preserve wealth and who:
Wish to invest in Namibian fixed rates, floating rate and inflation linked bonds,
Seeking stable level of income with the expectation of capital preservation over the medium term,
Have a medium term investment horizon
Has medium risk tolerance
What does this fund invest in?
This fund invests in a combination of Namibian fixed rate, floating rate and inflation linked bonds. Bonds with a maturity of less than 12 months are specifically excluded.