Email: [email protected] | Call: +94 117345678
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Income Fund
Wealth Management
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Our Income Fund is designed to help investors achieve competitive returns over the medium to long term. With a focus on high-quality fixed income investments, active management and dynamic duration positioning, our fund provides the potential for enhanced returns.

Investment Objective
A fund that invests in fixed income securities, leveraging the changing interest rate cycle to generate long-term growth of capital.
Risk
A medium-risk investment alternative to generate long term capital growth.
Who is it for
Investors with the need for long-term capital appreciation, without being exposed to equity market risk.

Performance History - Annualised Return

Asset Allocation

Maturity Profile

Daily NAV

Fund Documents

Latest Factsheet Download
Key Investor Information Document Download
Trust Deed Download
Annual Report Download
Semi-Annual Report Download
Fund Prices Download

Historical Documents

Income Fund

For investors looking for long-term capital appreciation while avoiding exposure to equity markets.
The Income Fund invests in fixed income securities, leveraging the changing rate cycle to generate long-term growth of capital and income.
view fund rates
5.20% p.a.
Last 30 Days
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Dynamic
Opportunities Fund

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Application Forms

Account Application Form

Individual & Joint Corporate Minor

Other Application Form

Subscription Form Redemption Form Switch Form Nomination Form
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