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1nvest ALBI (NON TR) Index Tracker Fund

1nvest ALSI 40 Fund

The fund invests in the constituents of the JSE All Bond Index (ALBI) and aims to replicate the index by holding the same weightings of these constituents. The JSE All Bond Index (ALBI) is a composite bond Index that represents the top 20 vanilla bonds from across a range of maturities in the South African market, ranked by liquidity and market capitalisation. The fund is rebalanced monthly. The fund may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Fixed Income

product type

UT

geography

Local

The fund invests in the constituents of the Top40 Index and aims to replicate the index by holding the same weightings of these constituents. The Top40 is an equity Index of the 40 largest companies by market capitalisation, listed on the JSE. The fund is rebalanced quarterly and therefore has minimal trading costs.The fund may also hold a small portion in cash instruments and listed derivatives to effect efficient portfolio management.

asset class

Equity

product type

UT

geography

Local

risk rating

conservative

moderately conservative

moderate

moderately aggressive

aggressive

conservative

moderately conservative

moderate

moderately aggressive

aggressive

minimum period

1 month

6 months

1 year

3 years

5 years

7 years

1 month

6 months

1 year

3 years

5 years

7 years