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Sanlam Investment Management Medium Equity Fund  |  South African-Multi Asset-Medium Equity
13.3901    +0.0253    (+0.189%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


SMEFA1 A1-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* 4.38% 1044.10 1005.41
6 Mnths* 5.29% 1053.40 1021.99
1 Year 13.05% 1130.50 1027.25
3 Years 11.80% 1397.40 1046.20
5 Years 9.39% 1566.50
10 Years 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 4.16% 308.39 301.53
6 Mnths* 6.48% 623.11 562.87
1 Year 11.62% 1278.31 1087.05
3 Years 11.47% 4313.48 3283.09
5 Years 9.77% 7760.00 5681.83
10 Years 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sanlam Investment Management Medium Equity Fund - A1 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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