Satrix Dynamic Balanced Fund class B - Sanlam

Satrix Dynamic Balanced fund class B. 31 December 2021. fund objective Investor profile The fund is a passively managed solution that aims to replicate The investor's primary goal is capital growth. The investor is prepared the performance of a composite benchmark consisting of major to tolerate greater fluctuations in short-term returns in anticipation local and international asset classes at a fixed and competitive of higher returns over the long term. They also seek to diversify investment management fee. Derivative contracts are primarily exposure to different asset classes on a passively managed basis. used to obtain exposure to the relevant asset class indices. The fund is classified as moderately aggressive given that the exposure to local and offshore equities is 70%. The fund is Risk category therefore expected to exhibit a moderately higher level of volatility in the short to medium term.

indicated by the Effective Annual Cost (EAC) measure, which is disclosed in your Sanlam product documentation. Mandatory disclosure Satrix Dynamic Balanced Fund class B 30 November 2021 Total investment cost Indicative total investment cost as at 30 June 2021. Total expense ratio (TER) 0.30% p.a. Transaction cost (TC) 0.00% p.a.

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  Dynamics, Investment, Balanced, Fund, Sanlam, Satrix, Satrix dynamic balanced fund

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