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Money Market Fund

About the Money Market Fund: This is our flagship unit trust and most stable. It offers preservation and accessibility over the very short term. The portfolio aims at generating a sound level of income and achieve higher returns than a bank savings deposit. Further, this fund aims at providing investors with money market income insulated from inflation.

Investment philosophy: The fund aims at investing in short-term money market instruments. The fund invests mainly in cash, deposits and other money-market instruments.

What can you use this Fund for?

  • Ideal vehicle for short-term investments.
  • Aims to achieve a competitive interest rate
  • Provides immediate liquidity
  • Attractive alternative to savings and deposit accounts
  • Suitable for investors who seek capital preservation with minimal volatility

Really ideal for high current income, liquidity and preservation of capital within the short term.

Fund Performance: Current cumulative 12 month return is 7.5% while the cumulative 24 months return is 14.5%. Number of positive months since launch 205/205 representing 100%.

Year Fund Launched: 2003  | Switching Option: Yes  | Distribution of Income: No. The Fund does not have any periodic redistribution of income   |Holding Period: 3 Months

Download: (i) Key Fact Sheets (ii) Account Opening Form

Risk Category

The fund is rated low risk and stable.

Consistency

The Fund has delivered returns to investors year in year out beating inflation as benchmark.

Investor Profiles

This fund targets both Retail as well as Corporate and SMEs.

Investment Philosophy

Invests in short-term money market instruments. The fund invests mainly in cash, deposits and other money-market instruments.
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