SIM Managed Moderate Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Flexible
Assets Under Management (R m) (Mar 2019)
R4 097 R 180 4.3934%
Number of Accounts (Mar 2019)
12 877 40 0.3106%
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 391 R 428
    Local    R 82    R 78
    Foreign    R 309    R 350
Property R 0 R 0
On FoF R 3 705 R 3 489
Fund Investment Aims, Objective and/or Universe
This is a moderate, managed fund of funds which adheres to the strategic asset allocation (houseview) of Sanlam Investment Management.The fund aims to deliver long term capital growth with less volatility than an equity fund.

A maximum of 40% - 60% of the fund will be invested in equities at any time (both local and offshore).This fund is Reg.28 compliant and may hold up to 30% 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 it`s moderate risk profile.
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