BONDS

The Ngwedi Bond solution allows our clients to target the returns generated by their stated bond benchmark (e.g. JSE All Bond Index (“ALBI”)). This solution aims to outperform the benchmark with very little tracking error over time and generate yield enhancement relative to the benchmark by investing in a diversified portfolio of fixed income assets.

 

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WHO SHOULD INVEST

Investors seeking South African bond market exposure. This solution aims to generate returns in excess of the benchmark over time.

INVESTMENT UNIVERSE

Fixed income securities and derivatives

MANDATE CATEGORY

South African Interest Bearing Variable Term

 INVESTMENT VEHICLES

Segregated Mandate, Life Portfolio, Unit Trust (Coming Soon)

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

JSE All Bond Index (“ALBI”), GOVI

 COMPLIANCE

CISCA, Regulation 28, Medical Schemes, Long-Term Insurance