Overview of Investec Diversified Income Fund
The Investec Diversified Income fund is an actively managed, well diversified income portfolio which aims to offer investors a maximum total return, providing both a high level of income as well as maximising capital growth. The fund aims to harness the benefits derived from global fixed interest markets. This portfolio has the flexibility to perform well throughout the business cycle
Fund performance
Source: Profile Data
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Suitable for investors who...
- Are moderately conservative, wanting an actively managed, fixed income portfolio
- Want to add a great blend to an existing fixed income portfolio
- Want a portfolio that has multiple sources of return
Benchmark
The Investec Diversified Income Fund targets returns in excess of the benchmark (All Bond Index), over rolling three year periods.
Strategy of Investec Diversified Income Fund
The Investec Diversified Income Fund universe includes international fixed income assets (corporate and emerging market debt, currencies) as well as South African cash, bonds and listed property.
The Investec Diversified Income Fund takes advantage of global fixed interest markets; its offshore exposure (although limited to 25%) provides excellent diversification properties.
Fund Manager
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