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Flexible Income Funds

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 & RMI
  • 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

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.