PERSONAL TRUST Income Fund
To provide returns that exceed return on cash by more than 2% over the full interest rate cycle, while ensuring the security of the invested capital. The PT Income Fund carries a low risk profile.
Fund Objective
- To manage the interest rate cycle to obtain the highest possible yield whilst ensuring the security of the capital invested.
FUND FEATURES
- Managed by Prescient & Granate
- Suitable for investors with a low risk profile who are seeking managed exposure to income generating investments
- Tactically managed to secure an attractive return while protecting capital
- Recommended investment period is 12 months or longer
