Flexible Income Fund
The Nedgroup Investments Flexible Income Fund is a multi-asset fund with flexibility to invest in a diversified range of domestic and offshore fixed income asset classes. The fund invests beyond traditional fixed income, money market and bond assets to add value.
Reasons to invest
The fund aims to provide stable capital growth over time by generating returns 1-2% above typical money market funds over an investment cycle | Aims to achieve money market beating returns with the lowest volatility possible and does this by actively buying downside protection to prevent large capital losses which erode long-term returns | Strong emphasis is placed on risk management. The fund aims to provide consistency through a stable return profile
Specific fund risks
Equity and property investments are volatile by nature and subject to potential capital loss | Fixed income instruments, including corporate and government bonds, may experience capital loss in the event that an issuer defaults on their interest or principal payments | The portfolio may be subject to currency fluctuations due to its international exposure
Suitable for
The Flexible Income Fund is suitable for investors who are looking for consistency in terms of capital growth and capital protection and have an average level of risk average and a low tolerance for capital losses. Investors looking to draw a regular income and require stability may invest in this fund