GLOBAL BOND INDEX FUND

Synopsis of Global Bond Index Fund

  • Conservative investment approach but slightly higher risk than money market funds
  • Invests globally in high-grade fixed interest securities
  • Invest for stable, long-term income stream which is re-invested in the fund
  • US$ denominated

Global Bond Fact Sheets

Investment objective
Global Bond Index Fund seeks to provide investment results that parallel the Citigroup World Government Bond Index. The Citigroup World Government Bond Index is a market-weighted index designed to reflect the performance of the international developed-government, fixed-income markets in the following countries: Australia, Canada, Denmark, Euro, Japan, Malaysia, Mexico,  Norway, Poland, South Africa, Sweden, Swiss, United Kingdom and the United States.

Investor profile
Global Bond Index Fund is designed for investors who seek a low-cost, “passive” approach to investing in a broadly diversified portfolio of bonds. It is suitable for risk averse investors seeking to achieve stable, long-term returns while avoid any exposure to foreign equities.

Investment manager
Global Bond Index Fund is managed by State Street Global Advisors, the world’s largest index asset manager.

Currency
US$ denominated

Benchmark
Barclays Global Treasury Bond Index

Fees
Maximum charges associated with the Global Bond Index Fund are:

  • TER (Total Expense Ratio): varies depending on size of investment  maximum 0.23%
  • Subscription charge: Due to the fund: 0.08% to 0.15%
  • Redemption charge: Due to the fund: Nil

Contact
Please approach your intermediary or contact us directly on:

info@ginsglobal.com
USA (310) 432-4374 / (310) 801 4974 or 
SA +27(0)11 8839862 / +27(0)828964234

u

Index Funds - Did You Know

Index funds outperform more than 80% of active fund managers over 3 - 15 years.

Shares

Pin It on Pinterest