SAVINVEST INVESTMENT INCOME FUND (US)

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SavInvest Investment Income Fund (US)

FUND DESCRIPTION

This is an income mutual fund which allows investors to earn a competitive rate of return on their US Dollar holdings with low risk.

Fund Manager

The Promoter of the Fund is Bourse Securities Limited who is also the Fund Manager, Investment Manager and Distributor. The investment responsibility for the Fund’s portfolio is delegated to a team of investment professionals at Bourse who are dedicated to its effective management.

What is the Investment Objective of this Fund?

The objective of the Fund is generate investment returns which are superior to US$ benchmark Money Market rates.

What is the Fund’s investment strategy?

The fund invests in a diversified portfolio of debt securities instruments and contracts, which are collateralized by marketable securities primarily denominated in United States Dollars.

Who should invest?

This fund is designed for the short to medium term investor (1 to 2 years) looking for higher than money market benchmark returns on their US$ holdings. Interest income and low risk are important considerations for this fund.