Transcription of Minimum Disclosure Document (Fund Factsheet) …
{{id}} {{{paragraph}}}
Example: marketing
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 divisi
SANLAM ALTERNATIVE INCOME FUND Manager Information Sanlam Collective Investments (RF) (Pty.) Ltd PHYSICAL ADDRESS: POSTAL ADDRESS: CLIENT CONTACT CENTRE
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: