All unit trusts
Sanlam Investment Management General Equity Fund Class B6
Managed by SanlamSouth African General Equity
- Price
- R441.21on 12 November 2026
- Yearly cost (TER)
- 0.75%before transaction costs
- Fund size
- R9.9bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +4.08%
- 3 months
- -2.44%
- 6 months
- -6.98%
- 1 year
- -0.54%
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
The fund seeks long term capital growth over the long term by investing in selected shares across all industry sectors of the JSE. This fund is suitable for investors who can withstand potential capital volatility in the shorter term.
What it costs
- Annual management fee
- 0.52%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.75%
- Transaction costs
- 0.21%
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
- FTSE/JSE Capped SWIX Index
- Income distribution
- Semi-annually
- Inception date
- Oct 1, 2024
- JSE code
- SGEB6
- ISIN
- ZAE000147807