Transcription of Cumulus Echo: SATRIX Dynamic Balanced Fund - Sanlam
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Cumulus Echo: SATRIX Dynamic Balanced Fund - Sanlam
Investor ProfileThe SATRIX Dynamic Balanced fund is a passively managed investmentfund that offers diversified exposure to all the major localand internationalasset classes at a competitive fee. Derivative contracts are used to obtainexposure to the relevant PhilosophyThe SATRIX Dynamic Balanced fund invests in a basket of indices. At thestart of each quarter the fund is rebalanced to the benchmark asset classweightings. Between quarters, the asset class weighting may fluctuate dueto market movements and cash-flows. The maximum weighting of the cashcomponent is fund DescriptionWe may leverage the assets in the investment funds for transactions suchas scrip or loss arising from these transactions will befor our own account, and therefore do not affect the benefitsto which the lifeassured is entitled under the (Max)UnderlyingWeighting (Max)SWIX4060%MSCI WorldIndex12%GOVI7%
Investor Profile The Satrix Dynamic Balanced Fund is a passively managed investment fundthatoffersdiversifiedexposuretoallthemajorlocalandinternational
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