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

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.

US$ denominated

Barclays Global Treasury Bond Index

Maximum charges associated with the Global Bond Index Fund are:

  • TER (Total Expense Ratio): varies depending on size of investment  maximum 0.25%

Please approach your intermediary or contact us directly on:
USA (310) 432-4374 / (310) 801 4974 or 
SA +27(0)11 8839862 / +27(0)828964234


Index Funds - Did You Know

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


Pin It on Pinterest