Morningstar

Sanlam Alternative Income Fund B1 SAAIB1

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 1.00  /  0.00
  • Fund Size ZAR 9.1B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category ZAR Ultra Short-Term Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment ZAR 1M
  • Investment Status Open
  • TTM Yield 4.98%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis SAAIB1

Will SAAIB1 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAAIB1’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SAAIB1 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SAAIB1’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SCI Alternative Income Fund B1 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SAAIB1

More SAAIB1 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TBI Global Targeted Yield UCITS A ZARInc

19.28 2B
—

SCI Ninety One Money Market B4

13.18 1B
—

Std Sett Acc Sairps Payables

10.75 894M
Cash and Equivalents

Nedbank Redeemable B Pref

7.46 621M
Corporate

Ael Holdings

6.82 567M
Corporate

Investec Redeemable Pref

3.65 304M
Corporate

Ora Pref 1a

3.61 301M
Corporate

Investec Redeemable Pref

3.61 301M
Corporate

Vodacom Redeemable A Pref

3.50 291M
Corporate

Firstrand Bank Ltd Redeemable Pref

3.27 272M
Corporate

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