About the Sanlam Top Choice Equity Fund Class B4

This is a pure equity fund which aims to deliver above average growth of capital over the medium to long-term by taking high conviction bets in a concentrated portfolio of SIM`s best equity investment ideas. The equity exposure is limited to a minimum of 75% at all times. This fund may display higher volatility in the short to medium-term and is suitable for the sophisticated investor with an aggressive risk profile.

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Bundle Information

Fund Classification South African General Equity
Benchmark Composite benchmark: FTSE/JSE SWIX: 97% | STeFI: 3%
Fund/lnception Date Oct 1, 2024
JSETicker STTB4
Risk Profile
Unit Trust Name Sanlam Top Choice Equity Fund Class B4
Income Distribution Semi-annually (June and December)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 1 600 009 045 503064 488.772516

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.86%
Performance Fee N/A
TER 1.06%
Transaction Cost 0.37%

Performance

Mar 2025 0.09%
1 Month 0.44%
1 Year 19.26%
3 Months 1.93%
6 Months 4.51%
YTD 4.49%
3 Years 4.55%
5 Years 19.68%

Dividends

Last Payable Date 2020-01-02
Last Payable Amount 42.73C
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 13.71%
3 Years Maximum Drawdown 17.21%
5 Years Absolute Return 143.72%
5 Years Maximum Drawdown 17.21%

Monthly Risk

3 Years Sharpe -0.56%
3 Years Sortino -0.22%
3 Years Standard Deviation 12.42%
5 Years Sharpe 1.35%
5 Years Sortino 0.61%
5 Years Standard Deviation 17.62%

Sector Allocation

Software and Computer Services
Banks
Precious Metals and Mining
Industrial Metals and Mining
Chemicals
Telecommunications Service Providers
Tobacco
Industrial Materials
Pharmaceuticals and Biotechnology
Life Insurance

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