All unit trusts
Sanlam Top Choice Equity Fund Class B4
Managed by SanlamSouth African General Equity
- Price
- R63.11on 12 November 2026
- Yearly cost (TER)
- 0.90%before transaction costs
- Fund size
- R1.2bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +7.75%
- 3 months
- -1.07%
- 6 months
- -5.63%
- 1 year
- -1.23%
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 pure equity fund which aims to deliver above average growth of capital over the medium to long-term by taking high conviction bets in a concentrated portfolio of SIM`s best equity investment ideas. The equity exposure is limited to a minimum of 75% at all times. This fund may display higher volatility in the short to medium-term and is suitable for the sophisticated investor with an aggressive risk profile.
What it costs
- Annual management fee
- 0.86%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.90%
- Transaction costs
- 0.49%
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
- South African General Equity
- Benchmark
- Composite benchmark: FTSE/JSE SWIX: 97% | STeFI: 3%
- Income distribution
- Semi-annually
- Inception date
- Oct 1, 2024
- JSE code
- STTB4
- ISIN
- ZAE000100137