Investment Capabilities

Fixed Income

Fixed Income

Our Approach

Our robust and diversified portfolio construction process will ensure sustainable active returns at more than acceptable risk levels.

MONEY MARKET FUNDS

Our money market funds are ideal for investors with a low risk profile who wish to preserve capital but seek returns superior to those of pure cash holdings. The objective is to enhance yield by actively managing interest rate risk and credit risk through the cycle. These portfolios make use of short-dated, investment grade fixed income instruments to deliver a diversified money market solution that is low volatility and high liquidity.



ALUWANI Core Money Market Fund: Download Fact Sheet

ALUWANI Cash Plus Fund: Download Fact Sheet

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BOND FUNDS

Our bond funds cater to the various risk and return requirements and are suitable for clients that have a medium risk profile. The investment philosophy employed in managing these portfolios is based on the principle of maximising risk-adjusted returns by extracting value from as many sources as possible through active management.



ALUWANI Flexible Income Fund: Download Fact Sheet

ALUWANI Inflation Linked Fund: Download Fact Sheet

ALUWANI Active Bond Fund: Download Fact Sheet

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HIGH YIELD FUND

The fund makes use of both local and offshore high yielding instruments to deliver a diversified income solution. We seek to maximise yield at a volatility level that corresponds to a low risk fixed income portfolio.



ALUWANI High Yield Fund: Download Fact Sheet

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ALUWANI Conflicts of Interest Management Policy  |  ALUWANI Complaints Resolution Policy  |  ALUWANI Collective Investment Schemes Disclosures  |  ALUWANI Treating Customers Fairly Policy  |  ALUWANI PAIA Manual  |  ALUWANI ESG Policy: Please see the link to our ESG Policy. If you would like further detail around our integration and engagement initiatives please reach out to us for the annexures to this document.  |  ALUWANI Stewardship Report  |  ALUWANI Stewardship Report 2023
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