Who the fund may be suitable for
The Cadiz Absolute Yield Fund is suitable for conservative
investors with a medium- to longer-term view and who may
be making use of retirement products such as retirement
annuities, preservation funds and living annuities.
Features
The Fund aims to provide investors
with a return of 3% in excess of inflation (CPI) over rolling three
years and a positive return over any rolling 12 month period. It
is expected to deliver more consistent returns than an income
fund and reduce the volatility normally inherent in the bond
market.
The strategy focuses on both
preserving capital and maximising total returns over the
long term. Risk diversification and yield enhancement are achieved
by investing in a range of fixed interest instruments and listed
property stock. Downside market risk is actively managed through
derivative hedging strategies.
Read More
Why you should invest in the Cadiz Absolute Yield
Fund Oct 2011 (pdf)
Money market reinvestment risk (pdf)
Corporate Credit Risk...Really? Yes, really!
(pdf)