Sygnia CPI + 2% Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R2 717 R 49 1.8034%
Number of Accounts (Mar 2019)
34 0 0%
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 775 R 735
    Local    R 631    R 617
    Foreign    R 143    R 118
Property R 63 R 92
On FoF R 1 879 R 1 841
Fund Investment Aims, Objective and/or Universe
The Sygnia CPI + 2% Fund is a multi-asset-class fund managed with a low exposure to equities in order to seek a low volatility of returns while still seeking to achieve long- term returns of at least 2% per annum above inflation.

The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will be comprised of a number of underlying funds managed by a range of different managers selected by Sygnia.The Fund has a benchmark of CPI + 2% per annum and will maintain a total equity exposure of below 40% of the fund The Fund is a suitable investment for investors seeking to outperform inflation with low volatility of monthly returns and investors who aim to preserve accumulated capital while still enjoying the benefits of real positive returns over the short term.The strategy complies with Regulation 28 of the Pension Funds Act, so is suitable for investors in retirement annuities, preservation, pension and provident funds.
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