SIM Managed Conservative Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R319 R 5 1.5673%
Number of Accounts (Mar 2019)
1 337 18 1.3462%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 0
    Local    R 0    R 0
    Foreign    R 0    R 0
Cash Instr. R 26 R 31
    Local    R 8    R 10
    Foreign    R 18    R 21
Property R 0 R 0
On FoF R 294 R 283
Fund Investment Aims, Objective and/or Universe
This is a conservatively managed fund of funds which broadly adheres to the strategic asset allocation (houseview) of Sanlam Investment Management.The fund aims to deliver a high level of income with moderate capital growth by targeting CPI+2% over any rolling 3 year period.

A maximum of 20% of the fund will be invested in equities (both local and offshore).This fund is Reg.28 compliant and may hold up to 25% of its assets offshore.This fund will only invest in collective investment schemes managed within Sanlam`s investment cluster.The fund is diversified across equities, bonds, cash, listed property and offshore assets giving the investor exposure to the best investment expertise within Sanlam Investments both locally and abroad and in line with its conservative risk profile.
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