Chrome Global Inflation Plus Fund

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Chrome Global Inflation Plus Fund

Chrome Global Inflation Plus Fund

Sanlam Universal Funds Plc
	Chrome Global Inflation Plus Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	(USD) 57 900 000

Sector Rank:	36 out of 93
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	194 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R24 828 at 30 Nov 2024
(7.47% annual compound return)

R5000 per month since 30 Nov 2021 was worth R215 176 at 30 Nov 2024
(11.32% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Focus and Objective
The investment objective of the Fund is to achieve long term capital growth in excess of G7 inflation. The Fund will seek to diversify investments across various asset classes whilst investing a maximum of 60% of the Net Asset Value of the Fund directly in global equity securities and/or indirectly through investment in Underlying Funds. The Fund is not focused on any specific geography, industry or sector. The Fund intends to invest in transferable securities in the form of global equities, real estate investment trusts, global bonds, global cash and cash equivalents which are listed on recognized markets. This objective is not guaranteed.

Technical Overview
Benchmark:	G7 inflation
Base currency:	USD	Pricing system:	Forward
Formation date:	20 Aug 2019