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The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

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Bonds

Benefit from diversified exposure to the bond market.

Our bond portfolios are either managed in a ‘best house view’ way, which is relatively unconstrained with high conviction; or in a risk-controlled fashion against a benchmark. We invest across the entire spectrum of the fixed interest investment universe, including corporate bonds, government bonds, parastatal bonds and inflation-linked bonds.

Why Our Bond Offering?

  • Given our size, we are an important role player in the South African government bond and credit markets.
  • We believe that bond markets are inefficient and our pragmatic value approach enables us to identify and exploit mispriced assets, to our investors’ benefit.
  • We have our own experienced and dedicated credit research and active portfolio management team.
  • Our world-class systems provide the foundation for achieving the best investment outcomes – we have our own advanced proprietary decision support systems and also developed a credit risk manager system for all reporting and monitoring needs.
  • We have extensive risk monitoring procedures in place.

Our Segregated Bond Portfolios

Suitable for investors who
  • Have reasonably stable cash flows
  • Want to enhance the yield on their allocation to debt instruments without taking on interest rate risk
Minimum investment

R50 million

Minimum investment period

4 years

What the fund aims to achieve and how

Outperform the benchmark (the 3-month Johannesburg Interbank Agreed Rate) over the long term and maximise income through exposure to high-yielding, primarily unlisted debt, while taking into consideration credit risk

Minimum Disclosure Document
Suitable for investors who
  • Want active exposure to the South African bond market as part of a well-diversified portfolio
  • Want capital growth by investing in long-term fixed interest securities
  • Require returns in excess of a money market fund over time, but at a higher risk
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide income and capital growth through a well-diversified bond portfolio that is a basket of permitted public and private fixed interest securities; the Fund aims to outperform the BEASSA All Bond Index

Minimum Disclosure Document
Suitable for investors who
  • Want an ideal diversifier and protection against unexpected inflation
  • Want to protect their capital from the effects of inflation
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Outperform the relevant benchmark consistently over the long term by investing in government, State-owned Enterprises (SOEs) and bank inflation-linked bonds

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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