Optimal Yield Fund

The Optimal Yield Fund is designed to provide long term capital appreciation through active management and dynamic duration positioning. Investments in the fund compromise a portfolio of actively managed, longer-duration, high quality fixed income instruments.

To generate long term capital growth by investing in short and medium term fixed income securities, through a strategy that takes advantage of both short and medium term volatility in the yield curve to maximise returns.

This fund has a medium risk and could carry a higher level of volatility in the short term.

For investors with the appetite for higher degree of volatility in favour of higher return.

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A fund that invests in fixed income securities through an active strategy that takes advantage of short - and medium-term yield curve volatility to maximise returns.

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2026 March 2026 April

A fund that invests in fixed income securities through an active strategy that takes advantage of short- and medium-term yield curve volatility to maximise returns.

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10.02%

YTD Return as of 31-Mar-2026 (Annualised)

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Optimal Yield Fund

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