Curate Momentum Flexible Income Fund
This lower-risk fund that is able to invest in a wide range of income-generating assets is designed to provide investors with a higher return than they can earn from a fixed deposit or money market fund.
Why invest in this fund?
- Diversified portfolio of income-generating investments.
- Low risk of capital losses over any 6-month period.
- Earn returns above a bank deposit.
- Income can be paid out every 3 months.
Risk profile
Low
Low risk
Moderate
High risk
Investment term
1-3 Years
Asset class
Fixed income
Managed by
Momentum Fixed Income
As a boutique team of specialist income investors, the Momentum Fixed Income team has all the benefits of working in a tight, focused business but with the backing of a large institution. That gives them access to investment opportunities many other firms won’t have while staying dedicated to their aim of delivering low-risk, inflation-beating returns. In order to do this, they conduct thorough research, pay careful attention to the valuation of assets, stay diversified and emphasise risk management.
Fund
objective
To outperform the money market by 1.5% over any 1-year period by investing in a range of income-generating assets.
Investment philosophy
The Curate Momentum Flexible Income Fund invests in South Africa and internationally but takes no currency risk.
The portfolio can include government bonds, cash deposits, bonds issued by companies and listed property.
Based on extensive research, the fund represents the team’s best investment view on how to deliver long-term income for investors while minimising risk.
Fund-related risks
Changes in inflation and interest rates will impact the returns from the fund.
While capital losses are unlikely, they may occur in extreme events.