Sygnia CPI + 6% Fund (A) - SYCSA fund information

The Sygnia CPI + 6% Fund is a portfolio that targets an annual return of CPI plus 6% over a rolling 24-month period and not to lose capital over a rolling 60-month period. The multi-asset-class fund managed with a high exposure to equities in order to seek long-term returns of at least 6% 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 maintain a max 75% equity exposure. Derivatives are allowed for efficient portfolio management.