The Fund invests in South African money market instruments with a term shorter than 13 months. These instruments can be issued by government, parastatals, corporates and banks. The Fund is managed to comply with regulations governing retirement funds.
Are highly risk-averse but seek returns higher than bank deposits
Need a short-term investment account
The Fund’s benchmark is the Alexander Forbes Short Term Fixed Interest (STeFI) Composite Index.
Strategy of Allan Gray Money Market Fund
The Fund invests in selected money market instruments providing an income yield and a high degree of capital stability. Allan Gray will formulate an interest rate outlook, which is influenced by their inflation outlook and expectations of the resulting Reserve Bank policy response. Based on this analysis, they will select investments for the Fund. These assets are typically held to maturity. Allan Gray take a conservative approach to credit risk.
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
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Thank you once again for your excellent service
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Investonline Portfolio Performance
Actual 10-year performance annualised from July 2012 to July 2022
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