Practising caution is sometimes the boldest move you can make.

The Sanlam Investment Management (SIM) Balanced Fund is well diversified, Regulation 28-compliant and invested in our team's best-idea shares, bonds and offshore assets, while pursuing long-term growth.

Reliable performance
The SIM Balanced Fund has been around since 1995, delivering on its promise of long-term outperformance. The fund has consistently beaten its peers on a rolling five-year return basis (shown in chart below), outperforming the mean of the funds in the ASISA SA Multi Asset High Equity category by 1,64% p.a. on average.

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Sanlam Investment Management
(SIM) Balanced Fund

*SA Multi Asset High Equity category average. Source: Morningstar as at 30 April 2015

Disclaimer: The Retail class is the most expensive class offered by the Manager. The actual highest and lowest 12-month return ?gures during the ten-year period to 30 April 2015 are 44,44% (highest) and -14,49% (lowest). Past performance is not an indication of future performance. A schedule of fees is available from the Manager, Sanlam Collective Investments (RF) (Pty) Ltd, an approved Manager in Collective Investment Schemes in Securities. Sanlam Investment Management (Pty) Ltd is an authorised ?nancial services provider. Please refer to the fund’s Minimum Disclosure Document (MDD) to view more information. Annualised returns are period returns re-scaled to a period of one year.