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Voting Poll results update

25% of participants predicted the Rand/Dollar exchange rate to be below R13 by 30 April 2016. The exchange rate at 30 April 2016 was R14.21/USD .

23% of participants predicted local equities to be the top performing asset class by 30 April 2016. The top performing asset class (in ZAR) was global bonds at 24.35% for the 1 year.

Click here to view the Events that moved the market Q1 2016.

Beat the Benchmark

Our top 10 performers share their fund selection insight. Read more below.

Quarterly Performance: Entrants Leader Board

(1 May – 31 July 2015)
Rank Full Name Quarterly performance

Sunila Maharaj

Rank 1


Describe any insights on which you based your portfolio construction:

"When it comes to investing I'm just aggressive by nature…"


What is your fund selection?

  • Sanlam Multi Managed Cautious FoF A1 (100%)


How would you describe the risk profile of your portfolio?

Aggressive

This is how Sunila selected her fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (3 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Robert Masters

Rank 2


Describe any insights on which you based your portfolio construction:

"I believe that Global exposure is important right now. Correctly balanced asset allocation can play an important role in terms of diversification, especially in these troubled economic times we find ourselves in. Not taking on too much of an aggressive approach to investing, a balanced approach is better."


What is your fund selection?

  • Sanlam Global Balanced FoF (10%)
  • Sanlam Multi Managed Cautious FoF A1 (50%)
  • SIM Property A (10%)
  • SMMI Defensive FoF A (30%)


How would you describe the risk profile of your portfolio?

Moderate

This is how Robert selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Marc Desplace

Rank 3


Describe any insights on which you based your portfolio construction:

"I tried to look at selecting the most appropriate asset class allocation, given the macro and micro outlook (as we only have 1 year) and apportion some of that offshore and hope I get a little currency overlay."


What is your fund selection?

  • Sanlam Asia Pacific (11.35%)
  • Satrix MSCI World Equity Index FF A1 (5.98%)
  • Satrix Property Index A1 (24.90%)
  • SIM Global Best Ideas FF A SIM Small Cap A (7.97%)


How would you describe the risk profile of your portfolio?

Moderate Aggressive

This is how Marc selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Kevin Mills

Rank 4


Describe any insights on which you based your portfolio construction:

"I prefer to have a benchmark such as inflation plus 3%. This is easily understood by clients. Benchmarks such as 60% SWIX 40% ALBI are meaningless to clients. How is a client supposed to understand SWIX?"


What is your fund selection?

  • Sanlam Global Equity A (23%)
  • SIM Absolute Return Income A (13%)
  • SIM Enhanced Yield A1 (31%)
  • SIM Property A (25%)
  • SIM Value R (8%)


How would you describe the risk profile of your portfolio?

Moderate Aggressive

This is how Kevin selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Gilbert Matthew Alfonso

Rank 5


Describe any insights on which you based your portfolio construction:

"My case of choosing one fund only supports a Multi Manager view as we have diversification across Asset Managers and asset classes which allows the respective team to achieve what they aim to deliver without the need for continual rebalancing by the Intermediary."


What is your fund selection?

  • Sanlam Multi Managed Moderate FoF A1 (100%)


How would you describe the risk profile of your portfolio?

Moderate

This is how Gilbert selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

George Meyer

Rank 6


Describe any insights on which you based your portfolio construction:

"I like to invest in funds that are moderate to agressive with a good mix of exposure."


What is your fund selection?

  • Sanlam Global Equity A (15%)
  • Sanlam Multi Managed Moderate Aggr FoF A1 (15%)
  • Satrix Bond Index A1(35%)
  • Satrix Property Index A1 (10%)
  • SIM Global Equity Income FF A1 (5%)
  • SIM Industrial A (10%)


How would you describe the risk profile of your portfolio?

Moderate Aggressive

This is how George selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Piet Scholtz

Rank 7


Describe any insights on which you based your portfolio construction:

"I chose funds that I thought would do well over such a short period based
on my basic knowledge of the markets and economies. Not much more than a thumbsuck."


What is your fund selection?

  • SIM Industrial A (10%)
  • Satrix Property Index A1 (25%)
  • SIM Industrial A (55%)


How would you describe the risk profile of your portfolio?

Aggressive

This is how Piet selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Plantina Leseyane

Rank 8


Describe any insights on which you based your portfolio construction:

"Long term experience in the financial business that is over 24 years and following the different types of global markets."


What is your fund selection?

  • Sanlam Market Allocator A1 (10%)
  • Sanlam Multi Managed Moderate FoF A1 (20%)
  • Satrix Low Equity Balanced Index A1 (10%)
  • SIM Absolute Return Income A (10%)
  • SIM Inflation Plus (10%)
  • SIM Managed Aggressive FoF A1 (10%)
  • SIM Managed Cautious FoF A1 (5%)
  • SIM Managed Moderate Aggr FoF A1 (5%)
  • SIM Money Market R (10%)
  • SIM Top Choice Equity A1 (10%)


How would you describe the risk profile of your portfolio?

Cautious

This is how Plantina selected her fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

Andre van Vuuren

Rank 9


Describe any insights on which you based your portfolio construction:

"I used the efficient frontier principle to construct the portfolio."


What is your fund selection?

  • Sanlam Global Balanced FoF (22%)
  • Satrix Property Index A1 (22%)
  • SIM Industrial A (56%)


How would you describe the risk profile of your portfolio?

Cautious

This is how Andre selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

David Deacon

Rank 10


Describe any insights on which you based your portfolio construction:

"Following and monitoring the market and taking into account historic pricing and valuations."


What is your fund selection?

  • Sanlam Global Balanced FoF (10%)
  • Satrix Bond Index A1 (15%)
  • Satrix Property Index A1 (15%)
  • Satrix Low Equity Balanced Index A1 (20%)
  • SIM Balanced A (40%)


How would you describe the risk profile of your portfolio?

Cautious

This is how David selected his fund/s:

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important):

How important was it for your portfolio to be diversified across the following exposures?

More

Summary of results for the top 10 performers

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance (1 being most important)

1 2 3
Fees 1 0 4
Recent performance (over the last year) 0 0 2
Longer term performance (over the last three years) 3 3 2
Risk measures like standard deviation or capital loss 0 4 0
Suitability of a fund to current macro-economic environment 5 1 0
The fund manager's experience and track record 1 2 2

How important was it for your portfolio to be diversified across the following exposures?

(1 being very important and 5 not important)

1 2 3 4 5 Weighted factors*
Asset classes 6 1 1 1 0 39
Active and Passive strategies and investment styles 0 6 2 1 0 37
Currencies 3 1 4 1 0 33
Managers 1 4 3 1 0 32
Industries 0 4 4 0 1 29
Individual Stocks 0 4 3 1 1 28

*Methodology used: factors that were rated 1 (very important) received a weighting of 5; factors that were rated 2 received a weighting of 4; factors that were rated 3 received a weighting of 3; factors that were rated 4 received a weighting of 2; factors that were rated 5 received a weighting of 1.

Summary of results for the top 10 performers

We asked the participants what they based their fund selection on:

List the top 3 factors when selecting investment funds, in order of importance

Fees

1 1
2 0
3 4

Recent performance (over the last year)

1 0
2 0
3 2

Longer term performance (over the last three years)

1 3
2 3
3 2

Risk measures like standard deviation or capital loss

1 0
2 4
3 0

Suitability of a fund to current macro-economic environment

1 5
2 1
3 0

The fund manager's experience and track record

1 1
2 2
3 2

How important was it for your portfolio to be diversified across the following exposures?

Asset classes

1 6
2 1
3 1
4 1
5 0
Weighted factors* 39

Active and Passive strategies and investment styles

1 0
2 6
3 2
4 1
5 0
Weighted factors* 37

Currencies

1 3
2 1
3 4
4 1
5 0
Weighted factors* 33

Managers

1 1
2 4
3 3
4 1
5 0
Weighted factors* 32

Industries

1 0
2 4
3 4
4 0
5 1
Weighted factors* 29

Individual Stocks

1 0
2 4
3 3
4 1
5 1
Weighted factors* 28

*Methodology used: factors that were rated 1 (very important) received a weighting of 5; factors that were rated 2 received a weighting of 4; factors that were rated 3 received a weighting of 3; factors that were rated 4 received a weighting of 2; factors that were rated 5 received a weighting of 1.

Quarterly Performance: Funds

Quarter 1
Rank Fund Performance from 1 May - 31 July
1 SIM Global Equity Income FF A1 6.85%
2 Satrix MSCI World Equity Index FF A1 4.89%
3 SIM Global Best Ideas FF A 4.57%
4 Sanlam Global Balanced FoF 3.93%
5 Sanlam Global Cautious FoF 3.78%
6 Sanlam Global Equity A 2.00%
7 Sanlam Multi Mgd Conservative FoF A1 1.70%
8 SIM Money Market R 1.56%
9 SIM Enhanced Yield A1 1.56%
10 SIM Active Income A1 1.43%

More

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