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Sanlam Investment Management General Equity Fund  |  South African-Equity-General
384.5845    +6.0344    (+1.594%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 117 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) 9 350 730 002
Latest Price 38 458.45
PlexCrowns
Total Expense Ratio (31/03) 1.23%
Minimum InvestmentR10 000
TTM Distribution Yield 0.80%
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 Equity99.02%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.00%  
 Int Real Estate0.00%  
 RSA Cash0.95%  
 Int Cash0.03%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
NASPERS-N 176 383 796.909.07%
GFIELDS 1 362 419 552.356.29%
FIRSTRAND 6 578 272 472.585.38%
STANBANK 1 854 945 444.095.06%
CAPITEC 127 959 397.014.52%
ANGGOLD 543 213 373.094.25%
PROSUS 391 488 329.483.75%
BATS 433 919 327.443.73%
ANGLO 545 660 278.803.18%
IMPLATS 1 697 444 213.742.43%
Totals  4 185.5047.66%

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