Sygnia CPI + 4% Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R2 918 R 131 4.4893%
Number of Accounts (Mar 2019)
37 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 228 R 214
    Local    R 228    R 214
    Foreign    R 0    R 0
Cash Instr. R 534 R 550
    Local    R 381    R 367
    Foreign    R 153    R 183
Property R 56 R 99
On FoF R 2 100 R 1 923
Fund Investment Aims, Objective and/or Universe
The Sygnia CPI + 4% Fund is a multi-asset-class fund managed with a medium exposure to equities in order to seek long-term returns of at least 4% per annum above inflation while still seeking to moderate the short-term volatility of returns.

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 + 4% per annum and will maintain a total equity exposure of between 40% and 60% of the fund.The Fund is a suitable investment for investors seeking higher returns who are willing to tolerate higher volatility and aim to maximise capital accumulation over a longer- term time horizon.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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