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Imalivest Sanlam Collective Investments Worldwide Equity Fund B (0P00017CEY)

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3.587 -0.090    -2.36%
02/05 - Delayed Data. Currency in ZAR ( Disclaimer )
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000213252 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 56.98M
Imalivest Sanlam Collective Investments Balanced F 3.587 -0.090 -2.36%

Imalivest Sanlam Collective Investments Worldwide Equity Fund B Overview

 
Find basic information about the Imalivest Sanlam Collective Investments Worldwide Equity Fund B 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 0P00017CEY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000213252)
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Rating
1-Year Change16.99%
Prev. Close3.673
Risk Rating
TTM Yield2.05%
ROE28.70%
IssuerSanlam Collective Investments
TurnoverN/A
ROA10.54%
Inception DateJan 04, 2016
Total Assets56.98M
Expenses0.58%
Min. InvestmentN/A
Market Cap1,937.17B
CategoryGlobal Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1071 1100 1239 1003 1072 -
Fund Return 7.13% 9.97% 23.89% 0.1% 1.4% -
Place in category 5611 4523 3553 - - -
% in Category 81 65 57 - - -

Top Equity Funds by Imalivest (Pty) Ltd

  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 Management Inflat 11.93B 0.67 6.84 7.18
  Sanlam Investment Inflation Plus B1 11.93B 0.36 5.50 5.83
  Sanlam Investment Management InflB4 11.93B 0.78 7.33 7.67

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Orbis Global Equity Feed 30.44B 11.86 14.94 13.51
  PSG Wealth Global Creator Feeder FD 23.52B 9.33 13.30 15.09
  PSG Wealth Global Creator Feeder FA 23.52B 9.09 11.87 14.06
  SIS International Growth Fund of 21.66B 25.63 8.69 11.93
  SIS International Growth Fund of B6 21.66B 25.04 8.13 -

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard S&P 500 US9229083632 15.28 464.13 +0.91%
  Imalivest Sanlam Collective Investments Worldwide ZAE000213260 13.98 3.707 -2.58%
  iShares Core MSCI EAFE US46432F8427 12.71 72.67 +1.44%
  iShares EURO STOXX 50 UCITS Dist IE0008471009 5.91 4,334.8 +0.81%
  iShares Core FTSE 100 UCITS ETF GBP (Dist) IE0005042456 5.79 805.00 +0.54%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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