2 out of 14 (lump sum over 1 years to 31 Dec 2017)
4 out of 1175 (lump sum over 1 years to 31 Dec 2017)
R1000 invested on 31 Dec 2016 was worth R1 280.78 on 31 Dec 2017 (28.08% annual compound return)
R100 per month since 31 Dec 2016 was worth R1 274.81 on 31 Dec 2017 (11.12% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The portfolio aims to achieve its objective of steady growth of capital over the long term by investing in participatory interest of the Sanlam India Opportunities Feeder Fund. This fund was approved by the Irish Regulator in March 2010.
The portfolio will invest in assets in liquid form and in participatory interests of the Sanlam Indian Opportunities Fund under the Sanlam Universal Funds PLC approved by the Irish Regulator in March 2010. The portfolio will have foreign exposure of at least 85% at all times. The underlying fund (Sanlam Indian Opportunities Fund) will, subject to the investment restrictions set out in the Prospectus, invest up to 20% of its net assets in such open-ended collective investment schemes.
Sanlam India Opportunity Feeder comment - Mar 17
Tuesday, 11 July 2017
The first quarter of 2017 contained a lot of news (as well as noise) around Donald Trump ...more
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