Morningstar

Select FR Fixed Income Fund A EFIF

Medalist Rating as of Aug 31, 2026

Strategy

The objective of this portfolio is to maximize interest income and preserve the portfolio’s capital and provide liquidity. Investments to be included in the fund will apart from assets in liquid form, consist of interest bearing and non-equity securities, fixed income instruments, debentures and preference shares of an income nature, property securities as well as other enhancing securities which are considered consistent with the portfolio's primary objectives.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EFIF	Select FR Fixed Income Fund A	—	Open			Mar 1, 2012	ZAR 52.26M	—	Average	ZAR 20,000	ZAR 1.78M
EFICB	Select FR Fixed Income Fund B	—	Open			May 3, 2013	ZAR 639.65M	—	—	ZAR 10M	ZAR 134.56M
EBFFC	Select FR Fixed Income Fund C	—	Open			Mar 13, 2017	ZAR 374.15M	—	—	ZAR 25,000	ZAR 29.43M

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