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  •  Ampersand Sanlam Collective Investments CPI Plus 2 FoF (A)
Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests in portfolios of collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa. The portfolio will consist of a mix of collective investment scheme portfolios investing in equity, bond, money market and property markets as well as multi-asset class portfolios and is not limited to certain asset classes. The portfolio shall adhere to the multi asset : low equity classification requirements as set out by the Asisa standard: fund classification for South African regulated collective investment scheme portfolios, which currently limits the equity exposure to 40%. The portfolio will be managed in accordance with regulations governing pension funds
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