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Sanlam Private Wealth Equity Fund  |  South African-Equity-General
33.5383    +0.3832    (+1.156%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


SPEA1 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* 8.86% 1070.80 1005.41
6 Mnths* 12.68% 1121.10 1021.99
1 Year 18.34% 1183.40 1027.25
3 Years 13.72% 1470.70 1046.20
5 Years 15.54% 2058.60
10 Years 8.72% 2307.70 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 8.20% 316.70 301.53
6 Mnths* 13.36% 648.55 562.87
1 Year 18.69% 1328.72 1087.05
3 Years 13.82% 4481.12 3283.09
5 Years 13.21% 8529.96 5681.83
10 Years 10.51% 21273.84 12350.21
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Sanlam Private Wealth 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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