Instit Enhanced Yield Fund Fact Sheet

Fund Details
Fund Sector
SA – Interest Bearing – Short Term
Assets Under Management (R m) (Mar 2019)
R211 R 39 18.48%
Number of Accounts (Mar 2019)
2 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 211 R 250
    Local    R 211    R 250
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The Instit BCI Enhanced Yield Fund is a specialist income fund with the objective to enhance the fund’s income yield by actively managing interest rate risk and credit risk through the interest rate cycles.

This will be achieved by making use of short-dated domestic fixed income instruments to deliver a diversified money market solution that has low volatility and high liquidity combined with carefully monitoring of its capital stability.The maximum weighted average modified duration of the underlying holdings will be limited to 180 days.Investments to be acquired for the fund may include securities of an interest bearing nature, including loan stock, debentures, debenture stock, debenture bonds, unsecured notes, preference shares on an income nature, financial instruments and any other non- equity securities which are considered consistent with the fund’s primary objective and that the Act or the Registrar may allow from time to time.The fund may from time to time invest in listed and unlisted financial instruments.
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