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Sanlam Investment Management Balanced Fund B (0P0000JZLI)

Johannesburg

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95.274 +0.260 +0.27%

29/04 - Delayed Data. Currency in ZAR ( Disclaimer )

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000031472

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.07B

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Sanlam Investment Management Balanced Fund B Overview

On this page you'll find an in-depth profile of Sanlam Investment Management Balanced Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZLI among other information.

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

Web www.sanlamunittrusts.co.za

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sanlam Investment.	95.274	+0.260	+0.27%