Transcription of Cumulus Echo: Diversified Wealth Builder - Sanlam
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Cumulus Echo: Diversified Wealth Builder - Sanlam
Investor ProfileThe investment objective of the Diversified Wealth Builder Fund istoaccumulate retirement capital through achieving longer term does require investors to take on some risk of short termmarket fluctuations and potential capital loss. The fund is a moderatelyaggressive fund and is managed according to the guidelines as set out inRegulation 28 of the Pension Fund Diversified Wealth Builder consist of equal proportions of the SIMB alanced Fund, the Allan Gray Balanced Fund and the Coronation(Houseview) Balanced performance benchmark of the portfolio isthe median of theAlexanderForbes SA Large Manager Watch measured over a three year InformationAsset Management Fee at Benchmark % ManagerSanlam Multi-Manager InternationalLaunch DateAugust 2013 Performance FeeNoRisk profileModerate AggressiveTotal Expense Investment Asset Allocation Exposure Dec 2019 Portfolio Performance to3 Months %6 months %1 year %Inception %Feb 20203 year % Cumulus echo .
Investor Profile The investment objective of the Diversified Wealth Builder Fund is toaccumulate retirement capital through achieving longer term real
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