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Momentum Inflation Linked Bond Fund

Code: MILB

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

Conrad Wood

Richard Klotnick

Richard Klotnick

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?