A sub fund of Sanlam Universal Funds plc
The objective of the fund is to provide a regular and growing stream of income derived from equity dividends with the potential for real capital growth. The portfolio manager focuses on investing in companies with a strong balance sheet and a history of paying higher-than-average dividends consistently.
Who is this fund suitable for?
- Are willing and able to take on a high level of risk
- Can stay invested for a minimum for five years
- Want to earn a growing income
- Want exposure to global markets
B.Compt. (Honours), CA(SA)
6 September 2012
Lump sum $1,000
Debit order N/a
Composite Index: Annualised income yield of the MSCI World High Dividend Yield NTR Index and the US Consumer Price Index
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.