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Skip Navigation LinksActive Management

Absolute Return

Protect your capital while earning inflation-beating returns.

Our absolute return portfolios target a range of inflation-plus returns and aim to preserve capital irrespective of market ups and downs. Our absolute return portfolios are differentiated from each other depending on clients’ specific performance requirements and risk appetite.

Why Our Absolute Return Offering?

  • We use both strategic and tactical asset allocation techniques to generate real returns with lower volatility. We use long-term strategic asset allocation to generate real returns, while protecting the portfolio against downside risk by adjusting the asset allocation tactically and putting in place protection structures.
  • To us, risk is about managing the downside, instead of the risk of not achieving our objective.
  • The team uses the equity and fixed interest team research and recommendations as a starting point. We then overlay these with each portfolio’s specific capital protection and real return objectives.
  • We are a well-defined boutique with a dedicated team and a dual objective of achieving the upside target over any rolling three-year period and ensuring capital protection on a rolling 12-month basis.
  • Our interests are aligned with those of our clients, as we are invested in the absolute return fund range ourselves. Our remuneration is also directly related to our performance.

Segregated Absolute Return Portfolios

Suitable for investors who
  • Want returns above inflation (real returns) but are aware that such returns cannot be guaranteed
  • Want absolute (positive) returns regardless of stock market trends
  • Want lower volatility than what a typical balanced portfolio provides
  • Have liabilities linked to inflation, which means they require growth in real terms
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide real returns at a lower risk level compared to typical balanced portfolios; capital protection is a priority

Fund fact sheet / Minimum Disclosure Document
Suitable for investors who
  • Want returns above inflation (real returns) but are aware that such returns cannot be guaranteed
  • Want absolute (positive) returns regardless of stock market trends
  • Want lower volatility than what a typical balanced portfolio provides
  • Have liabilities linked to inflation, which means they require growth in real terms
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide real returns at a lower risk level compared to typical balanced portfolios; capital protection is a priority

Fund fact sheet / Minimum Disclosure Document
Suitable for investors who
  • Want returns above inflation (real returns) but are aware that such returns cannot be guaranteed
  • Want absolute (positive) returns regardless of stock market trends
  • Want lower volatility than what a typical balanced portfolio provides
  • Have liabilities linked to inflation, which means they require growth in real terms
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide real returns at a lower risk level compared to typical balanced portfolios; capital protection is a priority

Fund fact sheet / Minimum Disclosure Document
Suitable for investors who
  • Medical aid funds
  • Want returns above inflation (real returns) but are aware that such returns cannot be guaranteed
  • Want absolute (positive) returns regardless of stock market trends
  • Want lower volatility than what a typical balanced portfolio provides
  • Have liabilities linked to inflation, which means they require growth in real terms
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide real returns at a lower risk level compared to typical balanced portfolios; capital protection is a priority

Fund fact sheet
Suitable for investors who
  • Want returns above inflation (real returns) but are aware that such returns cannot be guaranteed
  • Want a diversified portfolio across high income-yielding asset classes
  • Do not want to make decisions about how to position their fixed interest exposure as market conditions change
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide superior real returns and offer a high level of income by investing in assets across the income-yielding universe; capital protection is a priority

Minimum Disclosure Document

Looking for more information on our active core fund range?

Contact us and we will assist you.

Sanlam Life Insurance is a licensed financial service provider.
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