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Sanlam Investment Management SCI General Equity Fund  |  South African-Equity-General
449.6439    -1.3081    (-0.290%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 113 Rand-denominated South African--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 27 Jun 1986
Fund Size (ZAR) 10 111 216 417
Latest Price 44 964.39
PlexCrowns
Total Expense Ratio (31/03) 1.20%
Minimum InvestmentR10 000
TTM Distribution Yield 2.13%
Fund Objective
The fund seeks maximum capital growth over the medium to long-term by investing in selected shares across all the major sectors of the JSE. This fund is suitable for investors wanting a well balanced portfolio and do not have expert knowledge of the stock exchange. Why Choose This Fund? * The fund's overweight positions in financials and industrials and underweight positions in resources are in line with the preferred tilts. * The fund is biased towards large and mid cap shares. * A general equity fund should form the core of your equity exposure....Read more
Asset Classes and Holdings
chart
 RSA Equity98.23%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.00%  
 Int Real Estate0.00%  
 RSA Cash1.75%  
 Int Cash0.02%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
GFIELDS 1 135 092 863.248.37%
NASPERS-N 911 458 785.647.62%
ANGGOLD 430 348 706.806.85%
FIRSTRAND 5 936 832 511.404.96%
STANBANK 1 632 255 496.944.82%
CAPITEC 109 384 450.924.37%
VALTERRA 301 445 422.324.09%
MTN GROUP 2 086 455 407.803.95%
SASOL 1 355 852 305.572.96%
BATS 306 934 304.502.95%
Totals  5 255.1350.95%

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