Overview of Momentum Inflation Linked Bond Fund
The Momentum Inflation Linked bond fund is a conservative fund that invests in fixed-interest securities that exceed inflation. The Momentum Inflation Linked Bond Fund is best utilised as a long term investment in a conservative portfolio of funds.
Fund performance
Source: Profile Data
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Suitable for investors who...
- Want a conservative investment with an almost guaranteed constant return
- Want a large part of their investment into inflation linked bonds
- Want a defensive investment, one which provides stable earnings, regardless of the state or cycle of the economy
Benchmark
The Momentum Inflation Linked Bond Fund aims to beat its benchmark, where its benchmark is spread out 60% into the BEASSA Composite Inflation-Linked Index ,30% into ALBI and 10% into the STeFI Call Deposit.
Strategy of Momentum Inflation Linked Bond Fund
The Momentum Inflation Linked Bond Fund invests 37.77% of its capital into financial markets and the rest into inflation linked bonds.
Fund Managers
Conrad Wood
Richard Klotnick
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Momentum
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