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Sanlam Global Balanced Fund of Funds | Global-Multi Asset-High Equity

51.8900 +0.5632 (+1.097%)
NAV price (ZAR) Fri 27 Jun 2025 (change prev day)

Asset Allocation

Income and Performance

Risk Profile

Asset Allocation: Quarterly Comparison

Change

Quarter Ended

RSA Equity

0.00%

Int Equity

1.79%

66.53%

64.73%

RSA Bonds

0.00%

Int Bonds

-1.47%

32.03%

33.50%

RSA Real Estate

0.00%

Int Real Estate

0.00%

RSA Cash

-0.27%

0.45%

0.73%

Int Cash

-0.04%

0.99%

1.04%

Asset Allocation: Two Year Quarterly History

Asset Class	1Q 2025	4Q 2024	3Q 2024	2Q 2024	1Q 2024	4Q 2023	3Q 2023	2Q 2023
RSA Equity	-	-	-	-	-	-	-	-
Int Equity	66.53%	64.73%	65.90%	65.13%	64.51%	63.71%	62.93%	63.10%
Total Equity	66.53%	64.73%	65.90%	65.13%	64.51%	63.71%	62.93%	63.10%
RSA Bonds	-	-	-	-	-	-	-	-
Int Bonds	32.03%	33.50%	31.72%	32.72%	33.11%	34.05%	34.85%	34.25%
Total Bonds	32.03%	33.50%	31.72%	32.72%	33.11%	34.05%	34.85%	34.25%
RSA Real Estate	-	-	-	-	-	-	-	-
Int Real Estate	-	-	-	-	-	-	-	-
Total Real Estate	-	-	-	-	-	-	-	-
RSA Cash	0.45%	0.73%	1.06%	0.26%	0.99%	0.45%	0.81%	0.69%
Int Cash	0.99%	1.04%	1.32%	1.89%	1.39%	1.79%	1.41%	1.97%
Total Cash	1.44%	1.76%	2.38%	2.15%	2.38%	2.25%	2.22%	2.65%
Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
RSA Total	0.45%	0.73%	1.06%	0.26%	0.99%	0.45%	0.81%	0.69%
Int Total	99.55%	99.27%	98.94%	99.74%	99.01%	99.55%	99.19%	99.31%

Top Holdings: Quarterly Comparison

	Change	Quarter Ended	Quarter Ended
CASH	-0.27%	0.45%	0.73%
UK C	0.00%	0.00%	0.00%
USA C	0.00%	0.00%	0.00%
SANLAMWRLDEQ	-30.18%	0.00%	30.18%
Sanlam Global Bond - A	-1.52%	33.02%	34.54%
SATRIXWORLDET	-14.55%	20.00%	34.55%
Sanlam Real Assets Fund D Distribution Sterling	46.53%	46.53%	0.00%