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Portfolio Description and Investment Objective

The primary objective is to provide capital growth over the long-term


30 Sep 2019

Portfolio Information

Risk Rating


Inception Date

November 2017

Minimum Investment

R1 Million


60% MSCI World TR Index (USD) / 30% Barclays Capital Global Agg Bond / 10% 7-day US Libid

Management Company

Sanlam Private Wealth

Initial Fees


1. The net of fee calculation assumes a 1.15% Annual Management Charge and a Total Trading Costs of 1% (both inclusive of vat) on the value of actual portfolio turnover

Percentage Returns

portfolio manager's comment

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