Transcription of Cumulus Echo: Balanced Fund (Low Equity) - Sanlam
1 Investor ProfileAs investor, you would like to share in the excellent growth potential offered by SouthAfrican equities, fixed interest, property and cash, but may include some foreignassets. You are seeking a maximum capital growth over the medium to long term, withmoderate volatility in the short to medium CategoryWeight%BenchmarkRSA Equities35 Shareholder Weighted All ShareIndex (SWIX)RSA Fixed Interest30 BEASSA TRI (Total Return Index)RSA Cash15 STeFI (Short term fixed interestindex)RSA AlternativeAssets/Property5 STeFI + 3% World (Developed Markets)Equity IndexForeign Fixed Global Aggregate Index (un-hedged)Foreign Day LIBIDF oreign CPI + 5% (US$ terms)Top 10 HoldingsSecurities% of PortfolioMar 2020 Naspers (PRX) American / (NEP) Reit Ltd InformationAsset Management Fee at Benchmark % per annum (VAT included)Asset ManagerSanlam Investment Management (SIM)
2 Launch DateAug-13 Performance FeeYesRisk RatingCautiousTotal Expense Investment Asset Allocation Exposure Mar 2020 Portfolio PerformancePeriodSingle PremiumMar 20203 disclosureThe information contained in this document does not constitute advice by Sanlam . Whilst every attempt has been made to ensure the accuracy of the information contained herein, Sanlam cannot be held responsible for any errorsthat may occur. Sanlam does not guarantee that the investment fund will produce returns equal to the specified benchmarks. The benchmark is only a mark against which the success or skill of the underlying fund manager isevaluated. Past performance cannot be relied on as an indicator of future performance. Investment performance will depend on the growth in the underlying instruments, whose value may move up or down because of variousfactors including the financial market environment and exchange rate movements.
3 Your Sanlam plan performance will differ from the returns indicated in this document due to charges, fees, taxes as detailed in your plan overall impact of charges and fees in your plan is indicated by the Effective Annual Cost (EAC) measure, which is disclosed in your Sanlam product echo : Balanced Fund (Low Equity) 31 March 2020688 Cumulus echo : Balanced Fund (Low Equity) 31 March 2020688
