Fund Summary

The 10X SA ILB Index Fund is suitable for conservative investors seeking above-inflation capital growth and inflation-linked income over a time horizon longer than 3 years. The Fund offers a low-cost exposure to inflation-linked bonds issued by the SouthAfrican Government and is an ideal core building block in a diversified investment portfolio. The fund is Regulation 28 compliant and may be used in retirement annuities, pension funds, provident funds, and preservation funds.

Benefits to Investors

Income

Suitable for investors seeking Inflation Linked income over a 3-year time horizon

Broad Exposure

Provides above-inflation capital growth over a 3-year time horizon

Unit Trust Details

Current price / NAV
Fund size R 707 481 697.29
Current Yield to Maturity 10.3
(as of 29 Feb 2024)

General Fund Details

Classification South African - Interest Bearing - Variable Term
Benchmark S&P South Africa Sovereign Inflation Linked Bond 1+ Year Index
Distribution dates March, June, September, December
Asset manager 10X Investments (Pty) Ltd
Trustee FirstRand Bank Limited
Auditor PricewaterhouseCoopers Incorporated
Risk profile Conservative (2/5)

Unit Trust Fund Holdings (daily)

Unit Trust Fund Holdings (month-end)

Resources

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