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Sanlam Investment Management Balanced Fund B11 (0P000158YL)

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104.387 +0.160    +0.15%
22/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 6.91B
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000200010 
Asset Class:  Equity
Sanlam Investment Management Balanced Fund B11 104.387 +0.160 +0.15%

0P000158YL Overview

 
On this page you'll find an in-depth profile of Sanlam Investment Management Balanced Fund B11. Learn about the key management, total assets, investment strategy and contact information of 0P000158YL among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

6.91B

Expenses

0.99%

Inception Date

Jan 02, 2015

Investment Strategy

The fund invests in a wide spectrum of investments in the equity, bond, money and property markets in order to maximise total returns over the long term. The fund is suited for pension funds, smaller companies and employers wishing to make pension provision for employees, as well as individuals requiring capital growth via a balanced portfolio. This is a moderate risk balanced fund that complies with Regulation 28 of the Pension Funds Act. This means that the fund may not have more that a 75% exposure to equities at any one time.

Contact Information

Address 2 Strand Road
Bellville, Cape Town,Western Cape 7530
South Africa
Phone +27 (21) 916 1800
Fax +27 (0)21 947 8224

Top Executives

Name Title Since Until
Fred White - 2016 Now
Ralph Thomas - 2016 Now
Gerhard Cruywagen CIO (Chief Investment Officer) 2009 2016
Biography Gerhard is Chief Investment Officer at SIM. Prior to joining SIM in 2008, Gerhard spent 8 years at Prudential Asset Managers in various roles. He was CIO when he left. Gerhard also held investment positions with Community Growth Funds, Franklin Asset Management and NBS Boland.
Patrice Rassou Senior Portfolio Manager 2009 2016
Biography Patrice joined SIM in 2006 as a Senior Portfolio Manager. He manages the SIM Top Choice Fund and the SIM Growth Fund along with other aggressive equity funds. Prior to joining SIM, Patrice was Head of resources at Omigsa and managed the Omigsa Gold and Omigsa Mining & Resources Fund.
Steve Mills CIO (Chief Investment Officer) 2002 2009
Biography Steve started his investment career at Old Mutual in 1988 as an equity analyst. He was a founder member of Investec Asset Management and thereafter spent most of his career in the position of Chief Investment Officer in companies including Norwich Investments and Fleming Martin Asset Management. Steve was also the Managing Director of Capital Alliance Asset Management during its founding years. More recently, Steve headed the Absolute Return Boutique at Sanlam Investment Management, which grew from a fledgling business to a leader in its category with over R15bn in assets under management. During this period, Steve was awarded the coveted Raging Bull Award for the Balanced Fund Category for 5 year investment performance. Steve joins Counterpoint in the capacity of Chief Investment Officer.
Erik Knoetze - 2000 2001
Nel van Niekerk - 1998 2000
Schalk Theron - 1995 1998
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