SK_CHAMA_Sanlam Balanced Fund.pdf - Sanlam Balanced Fund 30th June 2019 Fund Objective \u25aa Balanced Fund(BAF is a moderately aggressive fund \u25aa The

SK_CHAMA_Sanlam Balanced Fund.pdf - Sanlam Balanced Fund...

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Manager Information: Sanlam Investments East Africa Limited. Physical address: 5 th Floor, Africa Re Center, Hospital Road, Upperhill , Nairobi. Postal Address: PO Box 67262, Nairobi, 00200, Kenya Tel: +254 (20) 4967 000, Cell: +27 (20) 719 067 000, Email: [email protected], Website: Sanlam Balanced Fund 30 th June 2019 Balanced Fund (BAF) is a moderately aggressive fund. The fund aims to deliver medium to long term capital growth with lower volatility relative to an equity fund. Why choose this fund? By investing in CHAMA+ which diversifies across all major asset classes, you ‘outsource’ the difficult decision of how mu ch and when to invest in various asset classes. The fund gives you equity exposure to underlying valued companies, higher yielding bonds and money market instruments. Fund Information Classification Balanced Fund Risk profile Aggressive Benchmark 1-month average 182 - day T- bill (money market, 5%) FTSE Government Bond Index (fixed income, 55%); NASI+ 2.0% p.a (equity 40%)
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