NAV on 2021/04/13
|NAV on 2021/04/12
|52 week high on 2021/04/06
|52 week low on 2020/04/21
|Total Expense Ratio on 2020/12/31
|Total Expense Ratio (performance fee) on 2020/12/31
Sanlam Collective Investments
Mean of General Equity Category
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Royce completed his articles with KPMG and then spent a year in England with a leading financial institution. He joined RMB Asset Management in 1994 as a research analyst and portfolio manager, responsible for the Financial team and asset allocation within this category. Royce is the joint portfolio manager for the RMB Financial Services Fund and the RMB Strategic Opportunities Fund.
Richard joined RMB Asset Management in 1994 after a brief spell at the Anglo American Corporation. Richard is currently the Chief Strategist at RMB Asset Management and takes responsibility for commodities research and portfolio management. Richard manages the RMB Conservative Fund of Funds, the RMB Income Plus Fund of Funds, the RMB Moderate Fund of Funds and jointly manages the RMB Strategic Opportunities Fund.
No fund manager's comment available.
The objective of this portfolio is to provide above average growth in capital over the medium to long term. Income will be of secondary importance. The risk associated with this portfolio shall be the same as the risk associated with SA equities as an asset class. Volatility of capital can occur over the short term.
The portfolio shall invest in assets in liquid form and in shares across all sectors of the JSE Securities Exchange of South Africa and other permissible assets allowed by the Act. The portfolio shall be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective, and shall be permitted to invest in offshore investments as legislation permits. The portfolio will also be allowed to invest in offshore exchange traded funds and exchange traded notes as allowed by the Act from time to time in order to achieve its investment objective. The portfolio may also invest in participatory interests of underlying unit trust portfolios.