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Sanlam Private Wealth Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.9373    +0.0146    (+0.500%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


BKSMF Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.50% 1038.90 1005.41
6 Mnths* 5.83% 1054.70 1021.99
1 Year 13.60% 1136.00 1027.25
3 Years 11.76% 1396.00 1046.20
5 Years 9.88% 1601.80
10 Years 7.06% 1977.60 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.37% 308.82 301.53
6 Mnths* 5.98% 621.28 562.87
1 Year 11.55% 1277.78 1087.05
3 Years 10.80% 4267.27 3283.09
5 Years 9.90% 7786.05 5681.83
10 Years 7.98% 18394.68 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sanlam Private Wealth Balanced Fund       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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