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Sanlam Multi Managed Balanced Fund of Funds | South African-Multi Asset-High Equity

81.3344 +0.1898 (+0.234%)
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

4.50%

45.00%

40.50%

Int Equity

2.60%

23.60%

21.00%

RSA Bonds

-11.00%

17.80%

28.80%

Int Bonds

1.00%

3.40%

2.40%

RSA Real Estate

-0.20%

1.70%

1.90%

Int Real Estate

0.10%

1.10%

1.00%

RSA Cash

3.70%

6.50%

2.80%

Int Cash

-0.70%

0.90%

1.60%

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	45.00%	40.50%	49.50%	46.40%	44.80%	43.90%	42.10%	46.30%
Int Equity	23.60%	21.00%	20.60%	23.00%	23.10%	19.70%	15.40%	13.60%
Total Equity	68.60%	61.50%	70.10%	69.40%	67.90%	63.60%	57.50%	59.90%
RSA Bonds	17.80%	28.80%	16.80%	16.70%	15.70%	17.20%	16.60%	18.60%
Int Bonds	3.40%	2.40%	4.40%	5.00%	6.50%	7.50%	5.20%	5.50%
Total Bonds	21.20%	31.20%	21.20%	21.70%	22.20%	24.70%	21.80%	24.10%
RSA Real Estate	1.70%	1.90%	2.40%	2.10%	1.90%	2.50%	1.70%	1.90%
Int Real Estate	1.10%	1.00%	1.00%	1.00%	0.60%	1.00%	0.40%	0.50%
Total Real Estate	2.80%	2.90%	3.40%	3.10%	2.50%	3.50%	2.10%	2.40%
RSA Cash	6.50%	2.80%	4.60%	4.60%	5.10%	5.20%	9.50%	4.00%
Int Cash	0.90%	1.60%	0.70%	1.20%	2.30%	3.00%	9.10%	9.60%
Total Cash	7.40%	4.40%	5.30%	5.80%	7.40%	8.20%	18.60%	13.60%
Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
RSA Total	71.00%	74.00%	73.30%	69.80%	67.50%	68.80%	69.90%	70.80%
Int Total	29.00%	26.00%	26.70%	30.20%	32.50%	31.20%	30.10%	29.20%

Top Holdings: Quarterly Comparison

	Change	Quarter Ended	Quarter Ended
CASH	1.32%	1.96%	0.65%
Obsidian SCI Balanced - B4	-3.26%	12.03%	15.29%
Nedgroup Inv Balanced - E	-1.51%	0.00%	1.51%
ClucasGray Equilibrium Prescient - B3	-12.02%	0.00%	12.02%
Centaur BCI Balanced - E	0.69%	20.28%	19.59%
Amplify SCI Balanced - B3	0.05%	15.04%	14.99%
All Weather BCI Balanced - C	-0.14%	15.86%	15.99%
Granate BCI Balanced - I	-0.40%	19.57%	19.97%
ClucasGray Equilibrium Prescient - B4	15.25%	15.25%	0.00%