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Sanlam Investment Management SCI Inflation Beater Fund  |  South African-Multi Asset-Low Equity
1.8475    -0.0006    (-0.032%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
-1.03% 
2.85% 
3.88% 
Int Equity
0.00% 
0.00% 
0.00% 
RSA Bonds
-28.20% 
39.38% 
67.58% 
Int Bonds
0.00% 
0.00% 
0.00% 
RSA Real Estate
0.00% 
0.00% 
0.00% 
Int Real Estate
0.00% 
0.00% 
0.00% 
RSA Cash
29.23% 
57.77% 
28.54% 
Int Cash
0.00% 
0.00% 
0.00% 
Asset Allocation: Two Year Quarterly History
Asset Class3Q 20252Q 20251Q 20254Q 20243Q 20242Q 20241Q 20244Q 2023
RSA Equity2.85%3.88%3.57%3.90%3.59%3.03%3.21%3.09%
Int Equity--------
Total Equity2.85%3.88%3.57%3.90%3.59%3.03%3.21%3.09%
RSA Bonds39.38%67.58%52.57%52.50%50.67%44.54%64.02%61.98%
Int Bonds--------
Total Bonds39.38%67.58%52.57%52.50%50.67%44.54%64.02%61.98%
RSA Real Estate--1.26%---0.15%0.36%
Int Real Estate--------
Total Real Estate--1.26%---0.15%0.36%
RSA Cash57.77%28.54%42.60%43.60%45.74%52.43%32.62%34.57%
Int Cash--------
Total Cash57.77%28.54%42.60%43.60%45.74%52.43%32.62%34.57%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
Int Total--------
Top Holdings: Quarterly Comparison
 
 
 

 
 
Change		Quarter Ended
Quarter Ended
MONEYMARK4.13% 4.13% 0.00% 
MM-01MONTH-4.14% 1.41% 5.55% 
MM-05MONTH4.21% 4.21% 0.00% 
MM-08MONTH-5.20% 0.85% 6.05% 
MM-09MONTH3.15% 4.57% 1.41% 
MM-12MONTH-6.53% 0.00% 6.53% 
MM-15MONTH8.27% 8.27% 0.00% 
MM-29MONTH3.99% 3.99% 0.00% 
MM-35MONTH4.71% 4.71% 0.00% 
R209-3.31% 0.00% 3.31% 
R214-6.73% 0.00% 6.73% 
I2029-4.98% 0.00% 4.98% 
FRJ27-0.18% 3.81% 4.00% 
NBK47B0.52% 4.26% 3.74% 
SIM Institutional Income Plus - C13.63% 13.63% 0.00% 
SSN1741.01% 4.07% 3.06% 
RN2030-15.03% 3.49% 18.52% 
RN20322.23% 14.44% 12.21% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Bond
-10.91% 
38.35% 
49.26% 
Cash on call
2.44% 
2.48% 
0.04% 
Food Producers
0.07% 
0.41% 
0.34% 
Investment Banking and Brokerage Services
0.21% 
1.17% 
0.96% 
Money Market
-6.35% 
10.50% 
16.85% 
Personal Care, Drug and Grocery Stores
0.07% 
0.70% 
0.63% 
Retailers
0.01% 
0.40% 
0.39% 
Telecommunications Service Providers
0.03% 
0.18% 
0.15% 

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