Transcription of Balanced Fund (Medium Equity) - Sanlam
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Balanced Fund (Medium Equity) - Sanlam
Investor ProfileAs investor, you would like to share in the excellent growth potential offered by SouthAfrican assets, but these may include some foreign assets. These assets consist of amix of equities, property, fixed interest investments and investor has a moderately aggressive profile, who seeks a well diversifiedmanaged are seeking a maximum capital growth over the medium to long term, withmoderately high volatility over the short to medium does growth takes place in the fund?Growth in the fund is determined by the interest, dividends and rental income earned ontheassets, as well as changes in the market value of the underlying assets in theinvestmentfund. The growth is affected by the fluctuations in market conditions and does not FeeAn amount equal to for every 1% performance above the benchmark + , to amaximum of InformationFund ManagerSanlam Investment Management (SIM)Risk profileModerateLaunch dateFeb-05 Fixed admin Management Fee at Benchmark% Expense Investment ClassWeightingIndexSA SWIXS tructured Hedged IndexSA Listed Direct 7-12yr + 1%SA Fixed JIBAR + Inflation MSCi MSCIEMO ffshore EPRA/NAREIT DMOffshore Global Core InfrastructureIndex30 April 2023 Sanlam LifeBalanced Fund ( medium Equity) The information contained in this document does no
Investor Profile As investor, you would like to share in the excellent growth potential offered by South African assets, but these may include some foreign assets.
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