All unit trusts
Sanlam Diversified Income Fund of Funds Class B3
Managed by SanlamIncome Funds
- Price
- R1.34on 12 November 2026
- Yearly cost (TER)
- 0.72%before transaction costs
- Fund size
- R822mas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- -0.21%
- 3 months
- -0.21%
- 6 months
- -0.62%
- 1 year
- -0.38%
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 objectiv e of this f und of f unds portf olio is to off er a low risk, liquid inv estment which will generate returns predominantly in the f orm of div idends and capital growth. The total return of the f und will aim to exceed the av erage af ter-tax y ield normally receiv ed f rom money market portfolios.
What it costs
- Annual management fee
- 0.35%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.72%
- Transaction costs
- 0.02%
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
- Af ter-tax return on the SIM Money Market Fund (indiv idual tax rate of 45%)
- Income distribution
- Monthly
- Inception date
- Feb 3, 2009
- JSE code
- SDFB3
- ISIN
- ZAE000192670