All unit trusts
Sanlam Investment Management Balanced Fund Class B3
Managed by SanlamBalanced Funds
- Price
- R119.76on 12 November 2026
- Yearly cost (TER)
- 0.96%before transaction costs
- Fund size
- R7.5bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +0.47%
- 3 months
- -2.80%
- 6 months
- -3.57%
- 1 year
- -0.40%
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 a multi asset class fund which aims to grow capital steadily while providing income over the medium to longer term. The preservation of real capital is of primary importance in achieving this objective. The fund is Reg. 28 compliant and is suitable for retirement savings. The fund may hold up to 30% in offshore assets.
What it costs
- Annual management fee
- 0.40%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.96%
- Transaction costs
- 0.15%
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
- Balanced Funds
- Benchmark
- Mean of the ASISA SA Multi Asset High Equity Category
- Income distribution
- Semi-annually
- Inception date
- Jan 2, 1995
- JSE code
- SBCB3
- ISIN
- ZAE000099958