Swan Income Fund
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The Fund invests primarily in fixed income securities over the short-term. The total investments in fixed income securities may vary between 50% and 100%. The Fund may also invest up to 50% of its assets in cash in line with international economic conditions. Investments may be done by investing in fixed income securities or collective investment schemes such as mutual funds or exchange traded funds.
By investing primarily in fixed income securities, the main objectives of the Fund are to maintain liquidity and low volatility and provide a positive USD return over the short-term.
This share class is attractive for retail and institutional investors looking for short term positive returns. Investors should be comfortable with the additional currency risks associated with unhedged exposure to fixed income securities denominated in currencies other than USD.
as at 20 March 2023
as at 17 March 2023