Funds and solutions for financial advisers
We offer a sustainable range of investments and unit trusts across equities, fixed income, multi-asset and index-tracking.
Fund fact sheets
If you have any questions about our funds’ performances or their performance fees, please consult our performance fees FAQs. For information on specific funds, please select the correct fund below.
Featured businesses
Active Manager (Sanlam Investment Management)
Sanlam Investment Management is the active (single) manager arm of the Sanlam Investments business. We apply a pragmatic value approach to develop and actively manage portfolios across different asset classes. We believe that there are no shortcuts to growing wealth: true wealth is achievable through meticulous research, a fundamental understanding of market cycles and true resilience.
Index Tracking by Satrix
Access a diversified portfolio of index-tracking investments and exchange-traded funds (ETFs) designed to track the performance of leading market indices. Satrix offers cost-effective solutions for investors seeking market-related returns.
Sanlam Investments Multi Management
As solutions architects, we understand that you have specific investment needs. By combining our disciplined portfolio management framework and technology, with in- depth market and manager research, we’re able to build purpose-led solutions for you.
Boutique Asset Managers by Amplify Investment Partners
Invest expertly and purposefully with boutique asset managers who remain agile, managing risk and seeking out meaningful returns while making an Intelligent Impact.
Trending insights
South Africa’s innovative two-pot system, blending immediate access with long-term retirement savings, is inspired by global best practices. There’s comfort in knowing we’re not the first; we’re following a long tradition of similar systems, taking poignant learnings from each.
Read about some of the key lessons on two-pot trends from countries worldwide.
Article | 2 Minutes | 8 September 2024
South Africa’s two-pot retirement system: how global trends are influencing local reforms
Article | 3 Minutes | 3 August 2024
Navigating global waters: unlocking offshore diversification
Meet our leadership team
We pride ourselves on the calibre of our leadership team. As a leading sustainability-driven asset manager, we boast some of the best and brightest minds South Africa has to offer.
Carl Roothman, CEO of the Sanlam Investment Group
Since joining the company in 2013, Carl has held various senior roles at Sanlam. He brings with him a wealth of experience in financial services and asset management.
Steven Rosenburg, CEO of Alternative Investments
Steven has served in several leadership roles at the Sanlam Investment Group for over 15 years. Sanlam Alternative Investments aims to help grow the African continent and make a sustainable difference in those emerging markets in which we operate.
Natasha Narsingh, CEO of Active Management Business
Natasha is highly experienced in the world of investments. She’s been a resources analyst, senior portfolio manager and head of Resources/Mining, among other equally impressive things.
Fikile Mbhokota, CEO of Satrix
Fikile is a seasoned leader who is passionate about making investments accessible to all. She has more than 18 years’ experience in the asset management industry.
Darryl Moodley, CEO of Sanlam Investments Multi-Manager
Darryl has over 15 years’ experience in the investment industry, spanning Africa and the UK. He brings a wealth of knowledge and experience in investment strategy, portfolio management, and leadership to the Multi-Manager team. A large part of what drives Darryl is ensuring that clients’ investments work for them in the best way possible.