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Governance Governance

Sanlam Investments
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Corporate Governance and Transformation

Our Commitments to Transformation

At Sanlam Investments, we adopt the transformation principles and practices that govern the entire Sanlam Investment Group. Our main transformation focus areas include:

  • Diversity and inclusion in the workplace
    • We not only embrace and respect difference, we celebrate it.
    • We want to attract, develop and retain employees from different backgrounds by promoting a culture of inclusion, where all individuals are engaged, able to perform, able to access opportunities, and thrive.
    • In line with one of our core values, Embracing Diversity and Change, we leverage diversity and inclusion to drive sustainable business results, and competitive advantage.
  • Partnering with and empowering black businesses
    • Sanlam has a long history of empowerment and BEE transactions that go back to 1993, when we sold Metropolitan to New African Investments Ltd (Nail), the first black BEE company in SA.
    • We believe in creating true equity transfer to black balance sheets, through empowering sustainable and profitable businesses.
  • Broad-based black economic empowerment
    • Ubuntu-Botho Investments has been Sanlam's empowerment partner since 2004. It currently holds 14% of Sanlam's issued shares, making this a significant B-BBEE transaction in the financial services sector.
    • Our percentage of black ownership is 31.33%, of which 14% is represented by the Ubuntu-Botho broad-based black economic empowerment consortium.
    • Sanlam Investments has a 110% B-BBEE procurement recognition level and is a Level Three Contributor.

What drives us at Sanlam investments is a passion for positive change.

Watch the video

Corporate Governance

As part of the Sanlam Group, we have access to large-scale capital that enables us to partake in investment transactions of a size that sets us apart from other companies in South Africa. We are signatories to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI). To ensure our interests are transparently aligned with the interests of our investors, we put our capital to work alongside our clients’ in our investment portfolios.


The Code for Responsible Investing in South Africa (CRISA) provides institutional investors with guidance on how they can promote sound governance.

Its principles are aligned with the UN Principles for Responsible Investing (UNPRI).

UN PRI and CRISA Principles

Responsible Investing Policy

Download our Responsible Investment Policies and Procedures Document.

If you would like more information, please contact Marichen Basson at



Raging Bull

Sanlam Investment Management Enhanced Yield Fund
Sanlam Multi Managed Conservative Fund of Funds
Sanlam Global Property Fund

City of London Wealth Management Awards

Sanlam Global High Quality Fund

Thomson Lipper Awards

Sanlam Global High Quality Fund: Long Only Equity Fund – Long Term Performance

Private Asset Managers Awards

Net Worth Proposition: High Growth Portfolio Performance Award

Financial Express Awards

Sanlam Strategic Bond Fund: Best Fund, Strategic Bond Fund

Investment Week
Fund Manager of the Year

(Category: Strategic Bond, Fund: Sanlam Strategic Bond Fund), Craig Veysey

Investment Week
Fund Manager of the Year

(Category: Absolute Return-Multi Asset, Fund: Sanlam FOUR Multi-Strategy Fund), Mike Pinggera

Raging Bull

SIM Enhanced Yield Fund
Sanlam Global Property Fund

Raging Bull

Sanlam Investment Management Enhanced Yield Fund
Sanlam Investment Management Small Cap Fund
Sanlam International Investment Partners India Opportunities Fund

Raging Bull

Sanlam Investment Management Small Cap Fund
Sanlam Investment Management Industrial Fund
Sanlam Global Balanced Fund of Funds
Sanlam Global Cautious Fund of Funds
Sanlam Global Bond Fund

ABSIP Financial Services Sector Awards

Multi Asset Fund Manager of the Year, Natasha Narsingh

Best African FinTech Company 2016 SatrixNow & EasyEquities

African Fintech Awards

Imbasa Yegolide Award

Equities’ Manager of the Year

Raging Bull

Sanlam Investment Management
Enhanced Yield Fund

Loerie Award

Top Brand 2015

Intellidex Top Private Banks and Wealth Manager Survey

Top Wealth Manager in SA

Raging Bull Award Certificate

Sanlam Investment Management Industrial Fund

HedgeNews Africa Awards

Blue Ink Fixed Income Arbitrage Fund

Lipper Award (UK) 2013

Sanlam Global Financial Fund (USD)

Investment Week
Fund Manager of the Year

(Category: Financials), Kokkie Kooyman

Raging Bull Award

Sanlam Investment Management Global Best Ideas
Feeder Fund

Morning Star Award

Sanlam Investment Management Global Financial Fund

Investment Week
Fund Manager of the Year

(Category: Financials), Kokkie Kooyman

Investment Week
Fund Manager of the Year

(Category: Financials), Kokkie Kooyman

Investment Week
Fund Manager of the Year

(Category: Financials), Kokkie Kooyman

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© Sanlam. All rights reserved.

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty) Ltd, a registered and approved Managers in Collective Investment Schemes in Securities. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”). The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates. The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme.

Sanlam Life Insurance is a licensed financial service provider.
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