ILBs

The Ngwedi Inflation-Linked Bond solution allows our clients to target the returns generated by their stated benchmark (e.g. Bloomberg South African Inflation-Linked Bond Index (“BGILBI”)). 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 inflation-linked assets.

 

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WHO SHOULD INVEST

Investors seeking South African ILB 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

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

Bloomberg SA ILB Index (“BGILBI”), Composite ILB Index (”CILI”), IGOV

 COMPLIANCE

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