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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- Fall '14
- Sanlam Balanced Fund Performance, Sanlam Balanced Fund
