Income Fund (GBP)

Investment Objectives

The Income Fund is an actively managed, unconstrained, GBP fixed-income strategy that aims to generate consistent and predictable long term returns through limited investments in high quality GBP income- yielding debt securities. The fund will also invest, on a limited basis, in other currencies when the appropriate opportunity is identified.

The reduction of risk and protection of long-term capital is central to the Melville Douglas fixed income philosophy and we adopt a measured risk approach to produce consistent long-term results with reduced volatility and unwanted surprises.

Investor profile

The fund is suitable for investors seeking low risk investment with a high degree of capital preservation from their capital investment. The recommended investment horizon is 3 years or longer.

Application Form Fund Fact Sheet

Asset Allocation

Performance

 

 *Not approved for distribution in South Africa


Archive

Melville Douglas Income Fund Fact Sheet (April 2019)

Melville Douglas Income Fund Fact Sheet (March 2019)

Melville Douglas Income Fund Fact Sheet (Feb 2019)

Melville Douglas Income Fund Fact Sheet (Jan 2019)

Melville Douglas Income Fund Fact Sheet (Dec 2018)

Melville Douglas Income Fund Fact Sheet (Nov 2018)

Melville Douglas Income Fund Fact Sheet (Oct 2018)

Melville Douglas Income Fund Fact Sheet (Sept 2018)

Melville Douglas Income Fund Fact Sheet (Aug 2018)

Melville Douglas Income Fund Fact Sheet (Jul 2018)

Melville Douglas Income Fund Fact Sheet (Jun 2018)

Melville Douglas Income Fund Fact Sheet (May 2018)

Melville Douglas Income Fund Fact Sheet (Apr 2018)

Melville Douglas Income Fund Fact Sheet (Mar 2018)

Melville Douglas Income Fund Fact Sheet (Feb 2018)

Melville Douglas Income Fund Fact Sheet (Jan 2018)

Melville Douglas Income Fund Fact Sheet (Dec 2017)

Melville Douglas Income Fund Fact Sheet (Nov 2017)

Melville Douglas Income Fund Fact Sheet (Oct 2017)

Melville Douglas Income Fund Fact Sheet (Sept 2017)

Melville Douglas Income Fund Fact Sheet (Aug 2017)

Quarterly Commentary

Melville Douglas Income Fund GBP Quarterly Commentary - Sept 2018

Melville Douglas Income Fund GBP Quarterly Commentary - Jun 2018

Melville Douglas Income Fund GBP Quarterly Commentary - Mar 2018

Melville Douglas Income Fund GBP Quarterly Commentary - Dec 2017

Melville Douglas Income Fund GBP Quarterly Commentary - Sept 2017

Guidance on Estate Taxes

Guidance Note on Estate Taxes for Offshore Assets

 

Annual Reports

Melville Douglas Income Fund Limited Annual Report and Audited Financial Statements Year ended 30 September 2018

Melville Douglas Income Fund Limited, Unaudited Interim Report and Financial Statement – 1 October 2017 - 31 March 2018

Melville Douglas Income Fund Limited, Annual Report and Audited Financial Statement – September 2017

Melville Douglas Income Fund Limited, Annual Report and Audited Financial Statement – September 2016

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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