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Select Funds - Fixed Income

 

 

Investment Strategy

Long-term capital growth through an international portfolio of fixed income funds and direct securities.

 

Features

  • Weekly liquidity
  • No lock up period or switching fee with trailer fees rebated to the fund
  • Thorough due diligence screening process utilising S&P Micropal and Morningstar data
  • Strong out-performance of benchmark

 

Key Benefits

  • High degree of diversification and flexibility
  • Management fee of 87.5 basis points
  • Focus on No-Load funds (front-end or back-end)

 

Potential Risk Return: Moderate risk/ Moderate return

 

Income Distribution: Not Applicable

 

Management Fees: 0.875%




 
 
 



 

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Sales Restrictions

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