NAV on 2021/09/23
|NAV on 2021/09/22
|52 week high on 2021/08/17
|52 week low on 2020/10/30
|Total Expense Ratio on 2021/06/30
|Total Expense Ratio (performance fee) on 2021/06/30
Sanlam Collective Investments
South African--Multi Asset--High Equity
Average of the SA Multi Asset High Equity sector
No email address listed.
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Alwyn van der Merwe
Alwyn joined the Old Mutual Group in 1989 and has managed numerous retirement fund and unit trust portfolios.Alwyn currently manages the portfolios of a number of retirement funds. He is also the portfolio manager of the Namibia Growth Fund and the Namibian Managed Unit Trust Fund.
Sanlam Private Wealth Balance - Dec 19
The Fund delivered a return of 9.5% for the 12 months to the end of December, in line with the peer group average. Th Fund remains in the top hals of competitors over three years.
The equity exposure in the Fund was maintained at around 63%. Since we hold the view that we are in an advanced stage of a global equity bull market, the equity position is underweight relative to the maximum allowable equity exposure of 75%.
we maintained the property holdings in the portfolio. The fixed interest exposure remains conservatively positioned.
The Brackenham SCI Managed Fund is a managed prudential portfolio seeking to deliver long term capital growth and income normally associated with the investment structure of a moderate risk profile retirement fund. In order to benefit from positive market conditions and to provide a limited measure of capital and income protection during negative market conditions, the Manager will manage the portfolio's equity, property and fixed interest asset allocation actively to align the portfolio with the Manager's outlook of such conditions. Investments to be acquired for the portfolio will cover the full spectrum of securities, and will include equities, participatory interests in collective investment schemes in property, loan stock listed on exchanges, non-equity securities, preference shares, bonds, money market instruments and assets in liquid form. The Manager may make active use of derivatives to reduce the risk that a general decline in the value of equity markets may have on the value of the portfolio. The portfolio may also invest in local or offshore collective investment schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective. The portfolio's equity exposure will range between 0% and 75% of the total portfolio net asset value. The portfolio shall comply with prudential guidelines.