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Sanlam Private Wealth Worldwide Flexible Fund  |  Worldwide-Multi Asset-Flexible
14.7875    -0.0212    (-0.143%)
NAV price (ZAR) Tue 19 Nov 2024 (change prev day)


 
Risk Profile Overview
Fund's Risk Rating
LowMid-LowModerateMid-HighHigh
Sector Average Risk Rating
LowMid-LowModerateMid-HighHigh
Costs/Fees Band
    
Below 1%1-1.5%1.5-2%2-3%Above 3%
PlexCrownsNo rating available
<i><b>  Size</b></i><hr/>This chart shows the size of the fund compared to all the funds in its sector.
Size
 
<i><b>  Diversification</b></i><hr/>This chart shows the number of holdings for the fund compared to the average number of holdings of all the funds in its sector. Note that we do not have holdings for all funds.
Diversification
 
<i><b>  Risk</b></i><hr/>This chart shows the risk (volatility over 3 years) for the fund compared to the average volatility of all the funds in its sector.
Risk
 
<i><b>  Performance</b></i><hr/>This chart shows the 3 year performance for the fund compared to the average performance of all the funds in its sector over the same period.
Performance
 
Risk Measures Benchmark:
Total
Return
 chart
Volatility chart
Maximum
Drawdown
 chart
Sharpe
Ratio
 chart
Sortino
Ratio
 chart
  
Total
Return
 chart
Volatility chart
Maximum
Drawdown
 chart
Sharpe
Ratio
 chart
Sortino
Ratio
 chart
 
Risk Return Characteristics
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*Standard Deviation is calculated on the daily NAV move for the period