Transcription of Minimum Disclosure Document (Fund Factsheet) …
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Minimum Disclosure Document (Fund Factsheet) …
sanlam ALTERNATIVE INCOME FUNDWhoShouldInvest Investorsseekingaliquidunittrustinvestme ntwithabetterafter-taxyieldthanamoneymar ketfund. Investorsseekingprotectionfromequityandb ondmarketvolatility. Highnetworthindividualswhohaveutilisedth eirinterestexemptionandrequirearegular,t axefficientincome. Disclosure Document (Fund Factsheet) sanlam AlternativeIncome Fund30 September 2018 Issue date: 19 October 2018 FundObjectiveTheobjectiveoftheportfolioi stoofferaliquid, ,inaccordancewiththerequirementsoftheCol lectiveInvestmentSchemesControlAct(CISCA ).Inachievingitsobjective,thefundinvests inadiversifiedportfolioofdividendyieldin gnon-equitysecurities,includingRanddenom inatedredeemablecumulativepreferenceshar es, , , InformationASISA fund classification SA -Multi Asset -IncomeRisk profile ConservativeTargeted constant price 100 Cents per unit Benchmark After-tax return on the SIM Money Market Fund (individual tax rate of 45%)Portfolio launch date 25 May 2007 Minimum investment Lump sum R100 000 |Monthly R10 000 Portfolio sizeR7 millionFund ManagerSanlam Collective Investments (RF) (Pty) LtdInvestment ManagersSanlam Structured Solutions, a divisionof sanlam investment Management (Pty) Ltd,and TBI investment Managers (Pty) Ltd Fund ratingNational scale fund rating of AA-(ZA)(f) by Global Credit Ratings Co (Pty) Ltd; outlook StableIncomedeclaration datesLast day of each month Income price dates1st working
SANLAM ALTERNATIVE INCOME FUND Who Should Invest • Investors seeking a liquid unit trust investment with a better after-tax yield than a money market fund.
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