The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital. The portfolio typically displays very little volatility.
Taquanta is one of a few specialist cash and fixed income asset managers in South Africa. Their Fixed Income Team, consisting of former Treasury professionals whose skills are clearly differentiated from generic cash and fixed income asset managers, is amongst the top ranked cash managers in the country from a consistency and
The fixed income team at Taquanta manages the Money Market and Core Income Funds.
01 October 2000
(ASISA) South African IB Money Market
STeFI Call Deposit
|excl VAT||incl VAT|
|Fund management fee||0.50%||0.58%|
|Total expense ratio||0.59%|
|Fund transacting costs||0.00%|
|Total investment charges||0.59%|