Sygnia CPI + 4% Fund (B) - SYCCB fund information

The Sygnia CPI + 4% Fund is a portfolio that targets an annual return of CPI plus 4% over a rolling 24-month period and not to lose capital over a rolling 36-month period. The multi-asset-class fund is managed with a medium exposure to equities in order to seek long-term returns of at least 4% per annum above inflation while still seeking to moderate the short-term volatility of returns. The fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will be comprised of a number of underlying portfolios managed by different managers selected by Sygnia. The fund will be managed with prudential guidelines and will maintain equity exposure between 40% and 60% of the portfolio. Derivatives are allowed for efficient portfolio management