Silverdale Fixed Income Fund
Overview
Description
Silverdale Fixed Income Fund is a diversified portfolio of primarily investment grade US dollar bonds that is actively managed for consistent returns.
Investment Objective
To generate superior absolute returns, in all market conditions, with minimal risks, and provide regular income distributions of ~3% p.a. while investing in US dollar bonds.
Key Advantage
- Investment grade (Min 80%)
- Short duration (2-3 years)
- Low volatility
- Excellent returns of 3% – 5% pa
- No forex risk (US dollars only)
- Quarterly dividend
- Liquid open-ended fund with easy weekly subscription/redemption
- State-of-the-art, risk management systems, using proprietary cash flow modelling
- As interest rates go up, performance is likely to improve due to short reinvestment period
- Strong record of over 4 years
Portfolio Attribution
Rating Profile
Maturity Profile
Geographical Profile
Sectoral Profile
Communiques
Read our latest Silverdale Fixed Income Fund communique.
To view the previous communiques, please click here.