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Funds performance

LIFE - General Fund (A Shares) - MUR
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Performance : 113.58 %
Annualised Return : 4.43 %
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Category

Unit-linked Fund open to policyholders of the Oxygen Investment Plan.

Objective

To generate a positive return over the short term and subsequently to optimise the return over the long term.

 

Strategy

A minimum of 90% of the Fund value is invested in local fixed income securities such as Mortgage Loans, Secured Debenture stocks, Government of Mauritius Bonds, Treasury Bills, Commercial Bills and Bank Deposits.

 

A maximum of 15% of the Fund's assets can be allocated in foreign currencies, but restricted to short term periods and for defensive purposes.

 

Disclaimer

The information on this page should, under no circumstances, be used as an advisory or invitation to sell or a solicitation of any offer or advisory to invest in this Fund. Past performance is not a guide to future performance so that at any time the value of investments may go down as well as up. Depending on the terms of the policy, investors may not get back the amount initially invested.