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Sanlam Investment Management Inflation Plus Fund

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Overview of Sanlam Investment Management Inflation Plus Fund

This is a multi asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI +4% over a rolling 3 year period. Equity exposure is limited to 40%. The fund is managed in accordance with Reg. 28 guidelines.

Fund performance

Source: Profile Data

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Sanlam Investment Management Inflation Plus Fund Fact Sheet

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Benchmark

CPI + 4% over a rolling 3 year period

Strategy of Sanlam Investment Management Inflation Plus Fund

This actively managed fund is a combination of investments in equity, bonds, money market instruments and listed property both locally and abroad. It can invest 25% offshore. The fund is mandated to invest in unlisted financial instruments (derivatives) for efficient portfolio management. The investment manager will also be allowed to invest in financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.

Fund Managers

Natasha Narsingh

Philip Liebenberg

Other funds from Sanlam

• Sanlam Investment Management Inflation Plus Fund

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