Manager Information: Sanlam Investments East Africa Limited. Physical address: 5thFloor, 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: SanlamBalanced Fund30thJune 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 much 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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Sanlam Balanced Fund Performance, Sanlam Balanced Fund