TRÉSOR SANLAM COLLECTIVE INVESTMENTS BALANCED FUND

The fund’s primary objective is to deliver capital growth over the long term at volatility levels that reflect a moderately aggressive risk profile with low level of income considerations.

A large portion of the fund’s assets will be invested in collective investments with proven track records of delivering superior long-term capital growth.

Costs will be reduced by also investing directly in equities, fixed interest instruments (including but not limited to, bonds, cash deposits, and money market instruments), preference shares, listed property shares, and any other listed instruments consistent with the fund’s objective.

The fund will typically invest a substantial portion of its assets abroad to diversify its exposure but also to benefit from attractive international opportunities.