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Perpetua Sanlam Collective Investments Balanced Fund A1 (0P00015QEY)

Johannesburg

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1.348 -0.001 -0.05%

29/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 188.82M

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000195996

Asset Class: Equity

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0P00015QEY Overview

Find basic information about the Perpetua Sanlam Collective Investments Balanced Fund A1 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 0P00015QEY 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 Change8.4%

Prev. Close1.349

Risk Rating

TTM Yield4%

ROE12.34%

IssuerSanlam Collective Investments

TurnoverN/A

ROA3.87%

Inception DateSep 19, 2014

Total Assets188.82M

Expenses0.80%

Min. Investment5,000

Market Cap419.98B

CategoryZAR/NAD Moderate Allocation

What is your sentiment on Perpetua Sanlam Collective Investments Balanced Fu?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1093	1027	1167	1295	1590	1791
Fund Return	9.29%	2.74%	16.67%	9.01%	9.72%	6%
Place in category	352	271	361	247	133	206
% in Category	76	56	77	57	35	91

Top Equity Funds by Perpetua Investment Managers

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund E	11.64B	11.40	8.78	9.83
Truffle MET Flexible Fund A	11.64B	11.03	8.34	9.27
Truffle MET Flexible Fund C	11.64B	11.19	8.53	9.61
Truffle Sanlam Collect Inv Flex C2	11.64B	11.19	8.53	9.62
Truffle MET Flexible Fund D	11.64B	11.30	8.66	9.74

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund J	83.66B	8.28	10.97	9.02
Investec Opportunity Fund G	83.66B	7.76	10.25	8.32
Investec Opportunity Fund R	83.66B	7.26	9.37	8.77
Investec Opportunity Fund F	83.66B	7.73	10.16	9.69
Investec Opportunity Fund D	83.66B	5.46	7.59	6.98

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nedgroup Investments Core Income Fund C10	ZAE000167904	15.13	1.007	0%
Perpetua Global Equity UCITS B USD Acc	IE00BG1D0T84	14.15	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	4.74	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	4.49	-	-
United States Treasury Notes 1.25%	-	4.42	-	-

Technical Summary

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetua Sanlam C.	1.348	-0.001	-0.05%