Truffle SCI Flexible Income Fund

Ideal investment timeframe

1-3 years

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

Earn a regular income while being protected from the volatility of equity and bond markets and/or increase the liquidity (access to your money) of your portfolio

How the portfolio aims to achieve this

  • Offer a higher return than a money market fund (considering costs and taxes) at a slightly higher volatility while preserving capital by investing actively across all asset classes
  • The investment manager has substantial flexibility to adjust the asset allocation to meet the investment objective of low-volatility dividend and income returns

Risk exposure

The market risk of the underlying investments is hedged out as much as possible, or alternatively, the portfolio will hold secure instruments that minimise exposure to excessive market fluctuations

Asset allocation

  • Cash, listed government and corporate bonds, listed shares, listed preference shares, listed convertible equities, listed derivatives
  • Both interest-bearing and dividend-yielding assets will generally be floating in nature to minimise duration risk (the risk of fluctuating interest rates)
  • The portfolio may from time to time also invest in participatory interests

Income distribution

Monthly

ASISA category

South African – Multi Asset – Flexible
(governed by the Collective Investment Schemes Control Act of 2002 (CISCA))

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*The legal registered name of this fund is: Truffle Sanlam Collective Investments Flexible Income Fund”

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