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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1077 | 1144 | 1523 | 1710 | - |
Fund Return | 4.51% | 7.67% | 14.42% | 15.05% | 11.33% | - |
Place in category | 224 | 182 | 185 | 28 | 100 | - |
% in Category | 37 | 32 | 34 | 6 | 26 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sanlam Investment Management InflB9 | 12.61B | -1.47 | 6.13 | 8.18 | ||
Sanlam Investment Management Bal B9 | 12.33B | 3.81 | 2.91 | 8.00 | ||
Sanlam Investment Inflation Plus B1 | 11.7B | 0.81 | 5.55 | 5.78 | ||
Sanlam Investment Management InflB4 | 11.7B | 1.40 | 7.38 | 7.61 | ||
Sanlam Investment Management InflB6 | 11.7B | 1.50 | 7.66 | 7.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Discovery Balanced Fund | 42.76B | 2.60 | 6.23 | 7.30 | ||
Investec Managed Fund H | 30.89B | 4.49 | 7.28 | 8.89 | ||
Investec Managed Fund I | 30.89B | 4.56 | 7.59 | 9.19 | ||
Investec Managed Fund C | 30.89B | 4.07 | 5.62 | 7.41 | ||
Investec Managed Fund R | 30.89B | 4.41 | 6.57 | 8.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI EAFE | US46432F8427 | 12.51 | 75.85 | +0.33% | |
Vanguard Value | US9229087443 | 6.97 | 163.65 | +0.27% | |
iShares Global Healthcare | US4642873255 | 5.26 | 93.31 | +0.01% | |
Brighthouse Financial | US10922N1037 | 3.95 | 45.86 | -0.78% | |
Qualcomm | US7475251036 | 3.70 | 193.86 | +0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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