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Sanlam Investment Management SCI General Equity Fund | South African–Equity–General
428.9047    -0.1761    (-0.041%)
NAV price (ZAR) Tue 14 Jul 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 154 Rand-denominated South African--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 27 Jun 1986
Fund Size (ZAR) 9 724 277 740
Latest Price 428.90
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.20%
Minimum InvestmentR10 000
TTM Distribution Yield 2.49%
Fund Objective
The fund seeks maximum capital growth over the medium to long-term by investing in selected shares across all the major sectors of the JSE. This fund is suitable for investors wanting a well balanced portfolio and do not have expert knowledge of the stock exchange. Why Choose This Fund? * The fund's overweight positions in financials and industrials and underweight positions in resources are in line with the preferred tilts. * The fund is biased towards large and mid cap shares. * A general equity fund should form the core of your equity exposure....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities98.23%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash1.75%  
 Foreign Cash0.02%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
GFIELDS 1 135 092 863.248.37%
NASPERS-N 911 458 785.647.62%
ANGGOLD 430 348 706.806.85%
FIRSTRAND 5 936 832 511.404.96%
STANBANK 1 632 255 496.944.82%
CAPITEC 109 384 450.924.37%
VALTERRA 301 445 422.324.09%
MTN GROUP 2 086 455 407.803.95%
SASOL 1 355 852 305.572.96%
BATS 306 934 304.502.95%
Totals  5 255.1350.95%
Recently viewed
14 Jul428.90-0.18-0.04% 
14 Jul1.24-0.00-0.31% 
13 Jul1.29+0.00+0.32% 
14 Jul6.16-0.00-0.08% 
13 Jul1.75+0.01+0.46% 
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