The GuardBank Income Fund

Introduction

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Established in 1987, the objectives of the GuardBank Income Fund differ from those of other GuardBank funds. The GuardBank Income Fund sets out to achieve a high level of current income for unitholders, while substantially protecting the capital value of the investment.

To achieve this, the Income Fund�s portfolio is normally confined to carefully selected fixed income investments including government and public utility stocks and other fixed interest-bearing investments.

Income is declared quarterly - at the end of March, end of June, end of September and the end of December.

How to Invest

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It�s easy to invest! Investors can invest in the Income Fund by means of a monthly debit order or a lump sum investment or both. Just R500 is required if you are investing a lump sum or only R100 if you are investing monthly.

Payment for lump sum investments into the Income Fund can be made by:

Payment must be received by GuardBank by 15:30 in order to secure the price of the day.

Costs and Charges

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The investor pays for the value of the underlying investments as determined on the Johannesburg Stock Exchange on the day the investment is made PLUS some charges:

Other GuardBank Unit Trusts

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