The investment objective of the STANLIB Aggressive Income Fund is to provide an efficient investment medium whereby investors can participate in a portfolio that will seek to generate a high level of income, as well as the potential for capital growth.
Securities normally to be included in this portfolio means cash, bonds, financially sound and appropriate preference shares, property shares, stock including property loan stock, debentures, debenture stock and debenture bonds, unsecured notes, collective investment schemes in property, non-equity and other securities listed on exchanges which are considered consistent with the portfolio’s primary objective and that the Act or the Registrar may allow from time to time. The portfolio may be fully invested in any of the above-mentioned asset classes at any particular time.
The portfolio may invest in participatory interests or any other form of participation in portfolios of collective investment schemes or other similar collective investment schemes as the Act may allow from time to time, and which are consistent with the portfolio’s investment policy. The portfolio may from time to time invest in financial instruments. The portfolio will not be permitted to invest its assets in foreign investment markets.
Investor Profile
Want the flexibility to switch in and out of an asset class at an appropriate time
Seek elements of both fixed interest instruments and property in a well diversified portfolio
