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As an adviser, you are constantly striving to provide your clients with the most accurate information and advice. Use our handy tools and downloads to ensure that you keep abreast of the latest fund and adviser information.

A two page ‘quick facts’ view of the Sanlam Investment Management core fund range, outlining the team, approach and key objectives of the fund.

SIM Core Funds

Sanlam Investment Management Enhanced Yield Fund
Sanlam Investment Management General Equity Fund
Sanlam Investment Management Inflation Plus Fund
Sanlam Investment Management Balanced Fund
Sanlam Investment Management Top Choice Equity Fund
Sanlam Investment Management Active Income Fund

These documents provide a monthly updated overview of the Sanlam Investment Management active fund range.

Satrix In-Focus - Vanilla
Satrix In-Focus - Smart Beta
Satrix In-Focus - Multi-asset
SIM Managed In-Focus
SIM Core Range In-Focus
SMM Solutions In-Focus
SMM Customised Solutions In-Focus
SMM Shari’ah In-Focus
Denker In-Focus
Graviton In-Focus

The Smartie Box reflects the historical returns of asset classes over 10 years.

View the Local Market Asset Class Returns
View the Global Market Asset Class Returns

1 Year Asset Class Returns: showing the one year investment period returns for each asset class for the specified year-ends.

1 Year Asset Class Volatility: showing the one year investment period risks (volatilities) for each asset class for the specified year-ends.

5 Year Asset Class Returns: showing the annualised five year investment period returns for each asset class for the specified year-ends.

The Local Market Asset Class Returns report shows returns and volatilities in South African Rands, and the Global Market Asset Class Returns report shows returns and volatilities in US Dollars.

Easy to interpret infographics provide a simple and practical way to unpack key investment decisions impacting clients over their lifetime.

Top up your RA
TFSA or RA
SA Tax overview
Let your RA pay the way
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