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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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Equities

Take advantage of one of South Africa’s most skilled equity teams to outperform the market.

We offer two segregated equity institutional funds – a moderate and aggressive equity fund. Both are managed in a risk-controlled manner. While we do not explicitly measure the funds against a peer group, we expect to outperform our peers over time by consistently achieving the objectives of the funds.

Why Our Equity Offering?

  • Our equity investment process is based on our pragmatic value investment philosophy, which we are confident delivers the best results over time. We believe that shares revert to their long-term average real returns and that we can achieve consistent long-term outperformance by exploiting temporary price anomalies.
  • The cornerstone of our equities process is the in-depth proprietary research performed by our large and diverse team of specialist analysts. Our research team covers 96% of the JSE by market cap, giving us the broadest access to potential sources of alpha.
  • We use our own in-house proprietary decision support systems, which are some of the best in the industry.
  • Because we have the legal, administrative and financial support of a large financial services business, we can focus on looking for the best investment opportunities. Our size also provides us immediate access to key information and the necessary resources to invest in tailor-made systems and employ an expert research team.
  • Our equity team has over 200 years of combined industry experience.

Our Segregated Equity Portfolios

Suitable for investors who
  • Want equity exposure
  • Want exposure to a fund that reflects the portfolio managers best investment ideas, without the restrictions that usually come from tracking error constraints
  • Value the importance of an absolute mindset to stock selection
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Outperform the local equity market over the long term through active stock selection; the Fund is diversified across all sectors of the JSE

Minimum Disclosure Document
Suitable for investors who
  • Want a carefully selected, well-diversified basket of shares from any sector on the JSE
  • Prefer to take a longer term view when building wealth
  • Want exposure to a fund that reflects the views of SIM’s Model Portfolio Group
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Outperform the local equity market over the long term through active stock selection; the Fund is diversified across all sectors of the JSE

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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