Sygnia CPI + 2% Fund (B) - SYGCB fund information

The Sygnia CPI + 2% Fund is a portfolio that targets an annual return of CPI plus 2% over a rolling 24-month period and not to lose capital over a rolling 12-month period. The multi-asset-class fund is managed with a low exposure to equities in order to seek a low volatility of returns while still seeking to achieve long-term returns of at least 2% per annum above inflation. 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 40% equity
exposure. Derivatives are allowed for efficient portfolio management.