Truffle SCI Income Plus Fund

Ideal investment timeframe

3 months-1 year

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

Earn an income that is higher than the income from a money market portfolio while preserving capital

How the portfolio aims to achieve this

Invest in a range of fixed income securities, including corporate, government and quasi-government bonds

Risk exposure

  • Since the bulk of the portfolio is invested in floating rate corporate bonds, the duration and volatility risk is low, but there is the risk of widening credit spreads
  • The portfolio holds secure instruments that prevent exposure to low-quality credit risk

Asset allocation

  • The portfolio predominantly invests in short-term non-equity securities
  • A proportion of the portfolio may be invested in longer-dated securities if the market conditions permit
  • Interest-bearing securities include bonds, debentures, debenture stock, debenture bonds, notes, non-cumulative preference shares, other non-equity securities, money market instruments, assets in liquid form, participatory interests, as well as listed and unlisted financial instruments

Income distribution

Monthly

ASISA category

South African Interest Bearing – Short Term
(governed by the Collective Investment Schemes Control Act of 2002 (CISCA))

Latest factsheet

Want to invest?

Find out more about how to invest

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

How to invest in our funds

Interested in
investing?

Invest

Meet our experienced
professionals

Meet the team
The value of experience

Why invest
with us?

Learn more