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Nautilus Awards 2019

The Nautilus Awards recognise the efforts of the top broker consultants and business managers throughout Southern Africa.

Much like the Nautilus mollusk, a resilient “living fossil” species, Nautilus winners show consistent determination and focus in achieving their goals. The 2019 competition is in full swing and will be running from 1 January 2019 to 30 September 2019, culminating in a prestigious two-day event and awards ceremony in Cape Town in November. During the two-day period, Nautilus winners will get the opportunity to network with the executive team and enjoy a well-deserved break in the vibrant Cape.

Congratulations to our 2018 winners

2018 Gallery

Browse through the gallery to see more of the Nautilus 2018 winners' Cape Town experience.

About the Nautilus Awards

Find out more about the 2019 Nautilus Award competition.

Rankings

July 2019

The below table shows the top 10 broker consultants according to the Sanlam Life Investments Platform, and is determined using the following calculation:

Absolute Investments Inflows 75% weighting
Relative Market Share to SI 25% weighting
Broker Consultants
Rank Name Value of Flows to SI Market Share
1 Zelda Maritz R20 130 781.81 95.6%
2 CT Van Der Merwe R18 458 609.62 85.9%
3 Margaret Els R7 356 296.71 79.1%
4 Takadzani Rambuda R6 031 656.49 66.5%
5 Sheren Booysen R4 079 802.03 87.4%
6 Anthea Natus R6 816 296.42 49.5%
7 Kalaivani Evelyn Francis R4 020 328.12 93.3%
8 Marna Fourie R16 029 246.12 39.0%
9 Zito De Gois R6 676 768.29 49.5%
10 Benjamin Kaas R4 182 679.96 73.1%

More Sanlam Life Investments Platform rankings

This table will be updated on a monthly basis.

The below table shows the top 15 broker consultants on the Glacier platform, and is determined using the following calculation:

Absolute Sanlam Investments Inflows 75% weighting
Relative Market Share to SI 25% weighting
Broker Consultants
Rank Name Value of Flows to SI Market Share
1 Gilbert Els R67 276 371.34 100.0%
2 Charmaine Redelinghuys R243 121 258.22 90.7%
3 Anelma Eksteen R62 151 495.60 100.0%
4 Annette Mertsch R32 312 304.95 100.0%
5 Debbie Muller R57 951 718.60 95.9%
6 Rita Muller R58 199 776.17 50.7%
7 Pieter Mans R51 372 114.52 37.8%
8 Sanet Bezuidenhout R26 603 646.63 37.7%
8 Michele Papenfus R22 104 061.71 43.9%
10 Ingrid Van Den Heever R20 019 745.83 50.1%
11 Zelda Maritz R16 837 213.38 97.9%
12 Lizelle Van Zyl R17 176 839.64 65.4%
13 Maria Van Loggerenberg R19 758 445.19 46.7%
14 Sunette Van Rooyen R21 311 695.76 27.2%
15 Theresa Smit R30 388 722.49 19.4%

more glacier rankings

This table will be updated on a monthly basis.

The top 3 business managers from the broker channel and the top 4 from the adviser channel will be invited based on a combined ranking , 50% weighted to Sanlam Life Investments Platform and 50% to Glacier which is also calculated using the following calculation:

Absolute Sanlam Investments Inflows 75% weighting
Relative Market Share to SI 25% weighting
Business Manager: Broker Channel
Rank Region Glacier Sanlam Life Investments Platform
Value of flows to SI Market Share Value of flows to SI Market Share
1 East Vaal  R228 251 057.45 31.0% R46 454 755.22 47.5%
2 Phoenix  R108 763 309.02 18.4% R30 564 666.29 39.3%
3 Mopani  R100 099 357.81 78.9% R11 403 961.27 40.2%

more rankings

Business Manager: Adviser Channel
Rank Region Glacier Sanlam Life Investments Platform
Value of flows to SI Market Share Value of flows to SI Market Share
1 South Eastern Cape  R140 605 677.65 56.3% R19 311 373.91 46.9%
1 E2 Solutions  R303 269 408.83 45.8% R19 651 632.78 35.9%
3 Highveld  R101 285 258.71 47.4% R28 184 790.98 43.8%
4 South East Gauteng  R152 367 856.05 44.3% R19 173 307.87 32.4%

This table will be updated on a monthly basis.

more rankings

Rules

Gross inflows are measured for the period 1 January 2019 to 30 September 2019

Broker consultants, sales consultants and business managers are ranked according to:

Absolute Investments Inflows 75% weighting
Relative Market share to SI 25% weighting

The top 10 broker consultants according to Sanlam Life Investments Platform inflows and the top 15 broker consultants on the Glacier platform will be invited to attend the event in Cape Town. If a consultant qualifies on both platforms, he/she will be invited, as well as the next ranking consultant after the top cut-off. The top 3 business managers from the broker channel and the top 4 from the adviser channel will be invited based on a combined ranking (50% weighted to Sanlam Life Investments Platform and 50% to Glacier). Business managers that have a hybrid channel will compete in the adviser channel category.

Only flows to the following funds will be measured:

SIM Enhanced Yield Fund
SIM Active Income Fund
SIM Inflation Plus Fund
SIM Balanced Fund
SIM General Equity Fund
SIM Top Choice Equity Fund

SMM Conservative Fund
SMM Cautious Fund
SMM Moderate Fund
SMM Moderate Aggressive Fund
SMM Aggressive Fund

SIM Managed Conservative Fund
SIM Managed Cautious Fund
SIM Managed Moderate Fund
SIM Managed Moderate Aggressive Fund
SIM Managed Aggressive Fund

Sanlam Global Cautious FOF
Sanlam Global Balanced FOF
SIM Global Equity Income Feeder Fund
Sanlam Global Equity Fund
SIM Global Best Ideas Feeder Fund

Sanlam Select Strategic Income Fund
Sanlam Select Defensive Balanced Fund
Sanlam Select Wealth Protector Fund
Sanlam Select Absolute Fund
Sanlam Select Managed Fund
Sanlam Select Flexible Equity Fund
Sanlam Select Optimised Equity Fund

© 2018 Sanlam. All rights reserved.

The Sanlam Investments Cluster consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI"), Satrix Managers (Pty) Ltd (SATRIX), Graviton Wealth Management (Pty) Ltd, and Graviton Financial Partners (Pty) Ltd, Blue Ink Investments (Pty) Ltd and Sanlam Capital Markets (Pty) Ltd (SCM) and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd and Satrix Managers (RF) (Pty) Ltd.


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 Manager, Sanlam Collective Investments (RF) Pty Ltd & Satrix Managers (RF) (Pty) Ltd, a registered and approved Manager 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 & 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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