WebInvestment and Return Objective. The Fund aims to deliver returns close to the FTSE/JSE Capped Shareholder Weighted All Share Total Return Index (Capped SWIX) at low … WebThe annualised return of the fund (net of fees) since inception is 13.3% versus 11.6% for the Capped SWIX and cash of 6.3%. T his has been achieved with an average net equity exposure of 63.0% and volatility of 10.1%. At the end of March, the net exposure of the fund was 75.8% above the fund’s long -term average.

CCC B BB BBB A AA AAA OLD MUTUAL EUITY FUND - Sanlam

Webmarket cap: sub required: end of day p/e ratio: sub required: 15-min delayed p/e ratio: sub required: end of day dividend yield: ... more quick fundamentals open advanced technical … WebMar 23, 2024 · The target of the equity fund is to outperform the Capped Swix benchmark and to achieve a first-quartile peer ranking. De Villiers said valuation remains the most important component of the investment process alongside a strong focus on … オセロニア 強駒ポイント

1. Introduction - JSE

WebFind many great new & used options and get the best deals for SWIX Blue Warm WOOL SKI BEANIE Tassel Nordic-Style Snowboard Winter Hat Hike Cap at the best online prices at eBay! Free shipping for many products! WebJul 1, 2004 · Sanlam Investment Management (SIM) General Equity Fund Fund Strategy This fund aims to outperform the FTSE/JSE Capped SWIX Index through active stock selection across all sectors and market capitalisation on the JSE. The fund may at any time hold a maximum of 30% in offshore assets. WebCapped Swix 4.9%. Issue Date: 14 April 2024 Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future per-formance. CIS’s are traded at the ruling price and can engage in scrip lending and borrowing. オセロニア 智