Swan Income Fund
Grow your income. Invest for the medium to long term.Learn more
Launched in November 2018, the Swan Emerging Markets Equity Fund is an actively managed fund which aims to grow your investment through capital gain and income by investing in a diversified portfolio of emerging market equity instruments over the medium to long-term.
Investors have access to a diversified portfolio of highly reputed fund houses such as JP Morgan, Goldman Sachs, Morgan Stanley, BlackRock amongst others, spread across geographies, currencies, sectors, and investment styles. Our clean fee structure allows our clients to maximise their return (no exit fee, no performance fee and no switch fee).
Our solid track record depicts our pro-active management approach to ride any economic cycle. The Fund registered an annualised net return of +14.0% in MUR since inception as at 21 January 2022. The Fund generated an annualised dividend yield of 4.55% p.a. on nominal price.
as at 10 March 2023
as at 03 March 2023