Fund Fact Sheets

Morula Cash Plus Fund

The fund aims to generate income by investing in interest earning financial instruments such as fixed deposits, money market securities and bonds.

Morula Capital - Cash Plus Fund Factsheet - December 2023

Morula Income Fund

The objective of the Fund is to provide a high degree of capital preservation with a high level of income, while keeping and providing liquidity for investors.

Morula Capital - Income Fund Factsheet - December 2023

Morula Inflation Plus Fund

The objective of the Fund is to provide investors with a minimum 2% real return net of fees while minimizing portfolio losses over a rolling 3-year period.

Morula Capital - Inflation Plus Fund Factsheet - December 2023

Morula Bond Fund

The Fund aims to provide investors with income and capital growth by investing in Botswana Fixed Income and Cash, and outperform the Botswana Bond Index over a rolling three year period.

Morula Capital - Bond Fund Factsheet - December 2023

Morula Global Absolute Return Fund

The objective of the Fund is to provide investors with significant capital growth over the long term with a lower volatility than a pure equity fund.

Morula Capital - Global Absolute Return Fund Factsheet - December 2023

Morula Local Equity Fund

The Fund aims to to provide investors with significant capital growth over the long term by investing in listed equities in Botswana.

Morula Capital - Local Equity Fund Factsheet - December 2023