NAM Coronation Strategic Income Fund

Investment Objective
The fund aims to provide a higher level of income with greater diversification than a traditional money market or pure income fund with moderate capital growth. The fund’s return objective is to outperform the IJG All Bond (1 – 3 years) Total Return Index.

Investment Mandate
The fund has a flexible mandate with no prescribed maturity limits for the securities in which it invests. The fund also has a flexible duration policy and seeks to protect capital in times of bond market weakness. The fund has a defensive asset allocation with exposure to fixed interest instruments, including high yielding corporate bonds,government bonds, property stocks, preference shares, inflation-linked bonds and other high yielding investments.

General Information
• Launch date: 1 November 2007
• Regulation 28: Complies
• Income distribution: Quarterly (March, June, September, December)
• Investment minimum: N$5,000 lump sum and/or N$500 monthly debit order

Investor Profile
The fund is suitable for:
• Risk averse investors requiring a regular stream of income from their capital base.
• Investors seeking a managed exposure to income generating investments.
• Investors who believe in the benefits of active management within the fixed interest universe.

For more information, contact us, or download fact sheet here.