All unit trusts
Sanlam Investment Management Active Income Fund Class B4
Managed by SanlamIncome Funds
- Price
- R11.56on 12 November 2026
- Yearly cost (TER)
- 0.71%before transaction costs
- Fund size
- R3.7bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +1.28%
- 3 months
- +0.05%
- 6 months
- +0.51%
- 1 year
- +0.49%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
This is an actively managed, multi asset income fund which aims to provide a high level of income whilst maximising returns and diversification across bond and market instruments with equities being limited to 10%. Despite the fact that this fund may also invest 30% offshore, this is currently not being implemented and no offshore funds are being held at this stage. The fund is Reg. 28 compliant.
What it costs
- Annual management fee
- 0.69%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.71%
- Transaction costs
- 0.01%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Sanlam
- Fund type
- Income Funds
- Benchmark
- STeFI +1% p.a.
- Income distribution
- Quarterly
- Inception date
- Mar 11, 2006
- JSE code
- SIAB4
- ISIN
- ZAE000099867