Compare unit trusts
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How they compare
| Measure | Sanlam Investment Management Balanced Fund Class B3 |
|---|---|
| Manager | Sanlam |
| Fund type | Balanced Funds |
| Risk profile | – |
| Total expense ratio (TER) | 0.96% |
| Annual management fee | 0.40% |
| Performance fee | – |
| Fund size | R7.5bn |
| Return, 1 month | +0.47% |
| Return, 3 months | -2.80% |
| Return, 6 months | -3.57% |
| Return, 1 year | -0.40% |
| Accounts | ZAR |
| Income distribution | Semi-annually |
| Benchmark | Mean of the ASISA SA Multi Asset High Equity Category |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.