Sanlam financial advisers
Investing in a future we need. We are looking out for the next generation in a way that goes beyond wealth creation. That's why we do better, think bigger, invest smarter.
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.
Trending insights for you
- latest
Currency Performance Report: September 2024
Our latest Currency Performance Report provides a comprehensive analysis of key currency movements for September 2024.
August 2024 market snapshot
Global financial markets experienced a drop in August due to negative US economic data and a change in Japanese monetary policy. However, the S&P 500 index recovered by the end of the month. The Paris Olympics boosted European services output, while the South African government's formation sparked hope for an economic upturn. The JSE All-Share Index gained 11.41% in the year to date.
In the spotlight questions – Kingsley Williams
Kingsley Williams shares insights on his role as CIO at Satrix, career journey, investment philosophy, and industry adaptation strategies.
Investment funds and solutions for your clients
Looking for an existing or tailored solution for your clients? We have everything you may need across a broad range of funds, from active management and index tracking to international and multi-managed funds.
Sanlam Investment Management Bond Plus Fund
Maximise steady income while securing capital growth at low risk by investing in a portfolio of high-yielding bonds.
Sanlam Multi-managed Equity Fund of Funds
This fund takes advantage of the highest possible returns, while striving for optimal capital growth via a wide range of equity unit trusts.
Satrix Momentum Index Fund
This fund provides cost-effective access to persistent drivers of returns through a systematic investment approach.