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Sanlam Investments
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Our Pre-packaged Solutions

Our range of existing, pre-packaged solutions spans the entire risk-reward, multi-asset spectrum from conservative through to aggressive. We offer solutions across active management, index tracking, international investments, multi-management and a hybrid of these. This is supported by our in-house research and portfolio construction tools.

We are also able to tailor unique portfolios according to your specific requirements.

Active Management
Actively make use of multiple opportunities that arise in the market.
Index Tracking
Increased certainty through low-cost index tracking.
Multi-Management
Benefit from diversification across multiple asset managers.
International Investments
Broaden investment horizons with the best-in-class global investments opportunities.
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Actively managed solutions combine individual strategies across multiple asset classes to create diversified, risk-profiled solutions.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Conservative

Sanlam Investment Management Managed Conservative Fund of Funds

Seek a high income level by targeting CPI+2% over any rolling 3-year period with moderate capital growth and low levels of volatility (max 20% exposure to equities – local and offshore). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

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Cautious

Sanlam Investment Management Managed Cautious Fund of Funds

Seek a high income level (max 40% exposure to equities, local and offshore) with moderate capital growth targeting CPI +3% over a rolling 3-year period. The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Click to download

Moderate

Sanlam Investment Management Inflation Plus Fund

This is a mulit-asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI+4% over a rolling 3 to 5 year period, while protecting capital over any rolling one-year period. Combines long and short-term goals. The fund is regulation 28 compliant.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Click to download

Cash And Money Market Assets
International Assets
Equities
Bonds 3 - 7 Years
Bonds 0 - 3 Years
Bonds 12+ Years
Inflation Linked Bonds
Property
Bonds 7 - 12 Years
Preference Shares
Equity Collective investments
Moderate

Sanlam Investment Management Moderate Fund of Funds

Seeks to deliver long-term capital growth but with less volatility than a pure equity fund (max 40 – 60% local and offshore equity exposure). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Click to download

Moderate

Sanlam Investment Management Balanced Fund

Provides exposure to multiple asset classes, including equities, property, credit, bonds and cash – both local and foreign. The fund has a dual focus, namely pursuing investment returns and complementing it with risk management strategies that have inherently low opportunity cost.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Click to download

Cash And Money Market Assets
International Assets
Equities
Bonds 3 - 7 Years
Bonds 0 - 3 Years
Bonds 12+ Years
Inflation Linked Bonds
Property
Bonds 7 - 12 Years
Preference Shares
Exchange Traded Funds
Moderate Aggressive

Sanlam Investment Management Managed Moderate Aggressive Fund of Funds

Seeks to deliver long-term capital growth but with lower volatility than a pure equity fund (max 50% - 65% exposure to local and offshore equities). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore. Recommended investment period 4-5 years.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Click to download

Aggressive

Sanlam Investment Management Managed Aggressive Fund of Funds

Seeks to deliver long-term capital growth, but with lower volatility than a pure equity fund (max 60% - 75% local and offshore equity exposure). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Click to download

Index tracking solutions combine individual indexation strategies and factors to create diversified solutions. Enjoy peace of mind from investing in a low-cost index tracking solution through Satrix Managers, with a predictable investment outcome. Index tracking funds track or replicate a particular index.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Cautious

Satrix Low Equity Balanced Fund

Gain diversified exposure to all the key local and international asset classes i.e. cash, bonds, property and equity, while reducing risk with only 35% equity exposure. This fund is regulation 28 compliant.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Click to download

Cash And Money Market Assets
Inflation Linked Bonds
Property
International Assets
Bonds
Equities
Moderate aggressive

Satrix Balanced Index Fund

With a key focus on diversification, track local and international asset classes, with 70% total equity exposure. The local equity component of this fund is the proprietary Satrix SmartCore™. The SmartCore™ combines 3 smart beta indices in equal weights: proprietary Satrix Value index, proprietary Satrix Momentum index and the S&P Quality South Africa index. The fund is regulation 28 compliant.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Click to download

Cash And Money Market Assets
Inflation Linked Bonds
International Assets
Equities
Property
Bonds

Our multi-managed solutions provide easy access to a wide range of best-in-class investment strategies based on client needs. The most skillful asset managers are selected via a stringent manager research process. We believe that when these managers' styles are blended in the correct manner, significant alpha can be added over the long term, considering their expanded opportunity set and skill. In this way, we are able to add risk management and tactical asset-allocation skill over and above the selection criteria.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Conservative

Sanlam Multi Managed Conservative Fund of Funds

This fund is suitable for investors who require stable growth. This fund aims to protect capital at low levels of risk. This portfolio invests in fixed interest funds but can invest in equity and high yielding instruments as well.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant multi strategy solutions.

Click to download

Cautious

Sanlam Multi Managed Cautious Fund of Funds

This fund is suitable for investors who require capital protection and returns greater than inflation over time. This is a cost effective way of accessing the best investment expertise both locally and abroad.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Click to download

Moderate

Sanlam Multi Managed Moderate Fund of Funds

This fund aims to deliver long term capital growth with less volatility than an equity fund. A maximum of 40% - 60% of the portfolio will be invested in equities at any time. Investing in this solution is a cost effective way of accessing the best investment expertise both locally and abroad

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Click to download

Moderate Aggressive

Sanlam Multi Managed Moderate Aggressive Fund of Funds

This fund aims to deliver long term growth with less volatility than an equity fund. A maximum of 50% - 65% of the fund will be invested in equities at any time. This is a cost effective way of accessing the best investment expertise both locally and abroad.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Click to download

Aggressive

Sanlam Multi Managed Aggressive Fund of Funds

Cap your equity exposure at 60% to 75%, while accessing the best managers both locally and abroad in a cost effective manner. Achieve long term capital growth with less volatility than a pure equity fund.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Click to download

Our international solutions provide you with easy access to a wide range of global investment solutions based on your specific needs. Through Sanlam Investments UK and by partnering with specialist international asset management businesses, we give you access to an extended universe of well-diversified solutions.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Cautious

Sanlam Global Cautious Fund of Funds

A rand denominated fund providing diversified exposures across offshore countries and currencies. Seeks moderate capital growth over the long-term with relatively low volatility in US dollar terms.

Multi-Asset

A selection of mixed assets with specific correlations and relationships to create a well diversified portfolio.

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Moderate Aggressive

Sanlam Global Balanced Fund of Funds

A rand denominated fund providing diversified exposures across offshore countries and currencies. Seeks long-term capital growth without exceeding the equity allocation limit of 75%.

Multi-Asset

A selection of mixed assets with specific correlations and relationships to create a well diversified portfolio.

Click to download

Moderate Aggressive

Sanlam Four Multi-Strategy Fund

Access offshore stock indices, real assets and corporate bonds simultaneously. The fund aims to generate long-term positive returns, through broad asset-class exposure. The team employs stringent risk analysis and stop loss positions to provide downside protection.

Multi-Asset

A selection of mixed assets with specific correlations and relationships to create a well diversified portfolio.

Click to download

Moderate Aggressive

Sanlam Real Assets Fund

Enjoy enhanced predictability and stability while investing offshore. Access regular long-term income with capital growth through investing in global equity securities that derive their value from underlying real assets such as renewable energy, infrastructure and specialist property.

Multi-Asset

A selection of mixed assets with specific correlations and relationships to create a well diversified portfolio.

Click to download

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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 in 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 authorised 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.

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