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Sanlam Investment Management Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
110.8668    +0.6598    (+0.599%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


SBFA A-Class 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* 6.39% 1062.20 1005.41
6 Mnths* 7.62% 1076.00 1021.99
1 Year 15.57% 1155.70 1027.25
3 Years 12.51% 1424.20 1046.20
5 Years 10.63% 1656.80
10 Years 6.83% 1936.30 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.38% 312.94 301.53
6 Mnths* 9.30% 633.39 562.87
1 Year 14.52% 1298.73 1087.05
3 Years 12.56% 4390.00 3283.09
5 Years 10.62% 7940.88 5681.83
10 Years 7.97% 18381.52 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sanlam Investment Management Balanced Fund - A Class       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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