ACTIVE INCOME

The Ngwedi Active Income SNN Fund allows our clients to attain a high level of income and return by investing across a wide universe of income-generating assets such as fixed income securities, preference shares, listed property and offshore investments.  The ability to allocate assets across a broader investable universe creates excellent return potential at relatively low levels of risk, coupled with consistent capital growth and high levels of income and liquidity.

 

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WHO SHOULD INVEST

Investors with a short to medium-term horizon, who seek an enhanced return profile comprising capital growth and high levels of income

INVESTMENT UNIVERSE

Money market and fixed income securities, listed preference shares, listed property and offshore investments

MANDATE CATEGORY

South African – Multi-Asset – Income

INVESTMENT VEHICLE

Unit Trust

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

1.1 x  Alexander Forbes Short-Term Fixed Interest (“STeFI”) Call

 COMPLIANCE

CISCA, Regulation 28, Long-Term Insurance