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The fund’s objective is a tax efficient strategy with very low volatility which will closely track the Rand’s short-term interest rate cycle. The fund aims to consistently outperform the average after-tax return of comparable low-risk interest-yielding investments. The target market includes corporates, high-net-worth individuals, and trusts.
• Tax‑efficient income
• Daily liquidity
• No performance fees
Contact Bertus for more information on yield calculations – 083 635 0724
The Fund’s objective is a tax efficient strategy with very low volatility which will closely track the Rand’s short-term interest rate cycle. The Fund aims to consistently outperform the average after-tax return of comparable low-risk interest-yielding investments. The target market includes corporates, high-net-worth individuals, and trusts.
• Tax‑efficient income
• Daily liquidity
• No performance fees
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