The Fund aims to provide investors with higher returns over the long term than those available from low-risk, zero-coupon bonds and bank deposits, while maintaining a moderate level of risk.

The Fund invests primarily in domestic government securities, other debt securities and money market instruments, while maintaining the liquidity necessary for the smooth redemption of investment units and assuming limited capital and yield risk, with the aim of achieving maximum capital growth over the long term. Under certain market conditions, the Fund Manager may decide that foreign money market and bond market instruments should also represent a certain weighting in the Fund’s investments, up to a maximum of 20% of the Fund’s benchmark index.

Based on extensive macroeconomic institutional analyses, the Fund Manager actively changes the remaining maturity, composition, and currency of the bonds, taking into account, among other things, the yield curve, expected interest rates, political risk, and currency vulnerability.

Who is it recommended for?

The investment fund is recommended for clients who are satisfied with a more moderate performance than stock market returns in order to achieve lower risk in the long term. This Fund may not be suitable for investors who wish to withdraw their money from the Fund within 3 years.

SIFI Bond Fund Series