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Cumulus Echo: Diversified Wealth Builder - Sanlam

Investor ProfileThe investment objective of the Diversified Wealth Builder Fund istoaccumulate retirement capital through achieving longer term does require investors to take on some risk of short termmarket fluctuations and potential capital loss. The fund is a moderatelyaggressive fund and is managed according to the guidelines as set out inRegulation 28 of the Pension Fund Diversified Wealth Builder consist of equal proportions of the SIMB alanced Fund, the Allan Gray Balanced Fund and the Coronation(Houseview) Balanced performance benchmark of the portfolio isthe median of theAlexanderForbes SA Large Manager Watch measured over a three year InformationAsset Management Fee at Benchmark % ManagerSanlam Multi-Manager InternationalLaunch DateAugust 2013 Performance FeeNoRisk profileModerate AggressiveTotal Expense Investment Asset Allocation Exposure Dec 2019 Portfolio Performance to3 Months %6 months %1 year %Inception %Feb 20203 year % Cumulus echo .

Investor Profile The investment objective of the Diversified Wealth Builder Fund is toaccumulate retirement capital through achieving longer term real

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Transcription of Cumulus Echo: Diversified Wealth Builder - Sanlam

1 Investor ProfileThe investment objective of the Diversified Wealth Builder Fund istoaccumulate retirement capital through achieving longer term does require investors to take on some risk of short termmarket fluctuations and potential capital loss. The fund is a moderatelyaggressive fund and is managed according to the guidelines as set out inRegulation 28 of the Pension Fund Diversified Wealth Builder consist of equal proportions of the SIMB alanced Fund, the Allan Gray Balanced Fund and the Coronation(Houseview) Balanced performance benchmark of the portfolio isthe median of theAlexanderForbes SA Large Manager Watch measured over a three year InformationAsset Management Fee at Benchmark % ManagerSanlam Multi-Manager InternationalLaunch DateAugust 2013 Performance FeeNoRisk profileModerate AggressiveTotal Expense Investment Asset Allocation Exposure Dec 2019 Portfolio Performance to3 Months %6 months %1 year %Inception %Feb 20203 year % Cumulus echo .

2 Diversified Wealth Builder are shown for the retirement portfolio and are after the deduction of asset management charge andcalculated on the basis sell price-to-sell 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. 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 : Diversified Wealth Builder 29 February 2020694


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