Curate Momentum Income Plus Fund
This fund, which invests exclusively in the debt When companies sell bonds to investors who earn regular interest in return. issued by South African companies, aims to give investors the highest possible income without taking on high levels of risk. It is ideal as part of an income-generating portfolio.
Why invest in this fund?
- A specialised portfolio of income-generating investments issued by companies.
- Low risk of capital losses.
- Can be used as a diversifier with other income funds.
- Returns well above the money market.
- Income can be paid out every 3 months.
Risk profile
Low - moderate
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 cash deposits by 2% to 3% over any 1-year period by investing in a diversified portfolio of income-generating assets.
Investment philosophy
In running the Curate Momentum Income Plus Fund, the Momentum Fixed Income team thoroughly researches every potential investment and only selects the highest quality opportunities to place in a diversified portfolio to limit risk.
Fund-related risks
Changes in inflation and interest rates will impact the returns from the fund. There will be some variability in performance over shorter periods as the value of some investments may move around. Capital losses may occur, but only in extreme events.