Portfolio Solutions for Institutional Clients

We offer a range of solutions and strategies that are relevant for today’s changing landscape. As an authority on portfolio construction, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, multi-management and international investments to create more optimal portfolios.

Strategies

Strategies

Strategies are individual investment building blocks.

Solutions

Solutions

Solutions are blended investment strategies.

Insights

Insights

Insights inform innovative decision-making.

Using our in-house portfolio construction tools and finely-tuned research and insights, we blend investment strategies and customise unique solutions for our clients. This allows us to craft the ultimate portfolio shaped to your objectives, preferences, capital constraints and appetite for risk.

At Sanlam Investments we want to be part of the long-term solution in South Africa.

– CEO: Nersan Naidoo

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Strategies

These are the basic building blocks of any portfolio. We offer strategies across all asset classes in active management, alternative investments, index tracking and international investments.

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Solutions

We blend individual building blocks into solutions to strengthen and diversify investors' portfolios. Our solution range spans the entire risk-reward, multi-asset spectrum.

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Customised Solutions

We are able to tailor unique portfolios that are centered around a distinct set of client-specific objectives and considerations.

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Insights

Using our expert in-house research and investment insights, we optimise solution blends to build better portfolios, designed for long-term performance.

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Currencies

Stock Markets

Commodities

Currencies

Stock Market

Commodities

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Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

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