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Sanlam Investment Management Inflation Plus Fund (0P0000IQTY)

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6.046 +0.010    +0.25%
08/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 11.42B
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000021283 
Asset Class:  Equity
Sanlam Investment Management Inflation Plus Fund 6.046 +0.010 +0.25%

0P0000IQTY Overview

 
Find basic information about the Sanlam Investment Management Inflation Plus 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 0P0000IQTY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.8%
Prev. Close6.031
Risk Rating
TTM Yield5.83%
ROE19.64%
IssuerSanlam Collective Investments
TurnoverN/A
ROA7.69%
Inception DateApr 01, 1999
Total Assets11.42B
Expenses1.26%
Min. Investment5,000
Market Cap612.11B
CategoryZAR/NAD Cautious Allocation
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Sanlam Investment Management Inflation Plus Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1021 1140 1248 1419 2066
Fund Return 8.38% 2.15% 13.99% 7.68% 7.25% 7.53%
Place in category 387 435 355 364 326 93
% in Category 79 81 73 84 83 41

Top Equity Funds by Sanlam Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 11.68B 11.30 8.66 9.74
  Truffle MET Flexible Fund E 11.68B 11.40 8.78 9.83
  Truffle MET Flexible Fund A 11.68B 11.03 8.34 9.27
  Truffle MET Flexible Fund C 11.68B 11.19 8.53 9.61
  Truffle Sanlam Collect Inv Flex C2 11.68B 11.19 8.53 9.62

Top Funds for ZAR/NAD Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Stable Fund X 52.85B 7.42 11.84 -
  Allan Gray Stable Fund C 52.85B 7.91 9.95 8.35
  Allan Gray Stable Fund A 52.85B 7.97 9.32 8.34
  Coronation Balanced Defensive Fund 31.6B 8.70 9.99 8.07
  Coronation Balanced Defensive FundD 31.6B 8.35 9.12 7.79

Top Holdings

Name ISIN Weight % Last Change %
Republic of South Africa 10.5% ZAG000018292 18.84 - -
  Satrix MSCI World Feeder ZAE000246104 8.18 9,549 +1.32%
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 4.88 - -
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 4.87 - -
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 4.61 - -

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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