Momentum Inflation Linked Bond Fund

Code: MILB

Overview

The Momentum Inflation Linked bond fund is a conservative fund that invests in fixed-interest securities that exceed inflation. The fund is best utilised as a long term investment in a conservative portfolio of funds.

Downloads

Momentum Inflation Linked Bond Fund Fact Sheet

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 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

The fund invests 37.77% of its capital into financial markets and the rest into inflation linked bonds.
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Fund performance

Source: Profile Data

Fund managers

conrad wood

Conrad Wood

Richard Klotnick

Richard Klotnick

Other funds from Momentum

Momentum Inflation Linked Bond Fund
Momentum Income Plus Fund


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