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Sanlam Private Wealth Balanced Fund (0P00014M0N)

Johannesburg

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2.911 +0.006 +0.20%

18/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000197927

Asset Class: Equity

Morningstar Rating:
Total Assets: 934.02M

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0P00014M0N Overview

Find basic information about the Sanlam Private Wealth Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00014M0N MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change11.35%

Prev. Close2.905

Risk Rating

TTM Yield1.84%

ROE14.93%

IssuerN/A

TurnoverN/A

ROA5.88%

Inception DateNov 03, 2014

Total Assets934.02M

Expenses1.89%

Min. Investment20,000

Market Cap673.21B

CategoryZAR/NAD Moderate Allocation

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Sanlam Private Wealth Balanced Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 6

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1017	1025	1136	1298	1591	1909
Fund Return	1.71%	2.45%	13.58%	9.08%	9.73%	6.68%
Place in category	95	94	199	240	279	177
% in Category	14	15	41	52	71	75

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	13.47B	14.39	10.74	9.36
Truffle MET Flexible Fund C	13.47B	14.47	10.93	9.68
Truffle MET Flexible Fund D	13.42B	6.12	10.08	9.22
Sanlam Investment Inflation Plus B1	10.35B	3.47	7.77	6.08
Sanlam Investment Management InflB4	10.35B	4.20	9.64	7.93

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund Z	91.91B	7.94	14.84	10.61
Investec Opportunity Fund B	91.91B	6.86	12.69	8.69
Investec Opportunity Fund A	91.91B	6.86	12.69	8.69
Investec Opportunity Fund H	91.91B	7.06	13.21	9.18
Investec Opportunity Fund I	91.91B	7.14	13.40	9.37

Top Holdings

Name	ISIN	Weight %	Last	Change %
Sanlam Private Wealth Glb Bal B USD Acc	IE00BSTLNN31	15.98	-	-
Sanlam Global High Quality D USD Acc	IE00BJWHZ623	6.92	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	6.80	92.378	+0.00%
iShares MSCI World	US4642863926	6.29	163.68	+0.02%
Prosus	NL0013654783	5.40	46.82	+0.43%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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	Name	Price	Chg.	Chg. %
	Sanlam Private We.	2.911	+0.006	+0.20%