Transcription of Fund Fact Sheet - Sanlam
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Fund Fact Sheet - Sanlam
fund fact Sheet SMM Conservative Multi-Manager August 2018. fund Details Investor Profile fund Category SA Multi Asset Income This fund is suitable for investors looking for: Benchmark CPI+2% over a 2-year rolling period - High level of income over the short term Risk Profile Conservative - Capital preservation, with limited exposure to equities Investment period 1 year - A minimum investment horizon of 1 year or longer Launch Date 01 April 2001 Cumulative performance since launch fund Size R 1284 million fund Objective The wrap fund aims to provide investors with a high level of income over the short term. The preservation of capital is of primary importance. The fund will consist primarily of income orientated assets with limited exposure to equities (maximum of 20%). Investors in this fund have an investment horizon of 1 year or longer.
A generalised global sell-off in 2018 has been followed by a localised US recovery leading to the S&P 500 reaching an all-time record, while the emerging world continues to suffer.
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