Diversified Wealth Builder class B - Sanlam

Diversified Wealth Builder class B30 September 2022 fund objectiveThe fund aims to accumulate retirement capital through achieving long-term real returns. It provides manager diversification by allocating funds at least 80% to large and long standing fund managers. A small portion may be allocated to an emerging fund manager(s) for further diversification and potential for higher long term returns. The fund has a moderately aggressive fund risk profile and is managed in line with Regulation 28 of the Pension fund Act. Risk categoryPotential return %Potential risk %Conservative Cautious Moderate Moderately aggressive AggressiveFund informationFund manager Sanlam fund size billionLaunch date August 2013 Fee class launch date 27 March 2021 Asset management fee at benchmark fee NoRegulation 28 compliant YesInvestor profileThe investor s primary goal is capital growth.

Fund % allocated SIM Balanced Fund 26.7% Allan Gray Balanced Fund 26.7% Coronation Balanced Houseview Fund 26.7% Laurium Balanced Fund 20.0% Fund Benchmark ASISA SA Multi-Asset High Equity Median Benchmark The performance benchmark of the portfolio is the Alexander Forbes Large Manager Watch Median measured over a three-year period.

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  Class, Balanced, Fund, Wealth, Rebuilds, Sanlam, Diversified, Balanced fund, Diversified wealth builder class b

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