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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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Multi-Assets

Achieve consistent growth with our specialist multi-asset class investment expertise.

Our balanced solutions are ideal for investors who seek diversification across all asset classes but who want to delegate the decision about how much and where to invest to the experts. Our balanced portfolios are either:

  • Fully discretionary, which means they are managed in a peer group environment with unrestricted asset class ranges, or
  • Managed according to specific risk profiles such as aggressive, moderate and conservative (with narrower asset class ranges)

Why Our Multi-Asset Offering?

  • We use our proven strategic, tactical asset allocation and instrument selection capabilities to generate consistent performance over a horizon of at least three to five years.
  • Our experienced macro-economic teams analyse global economic and macro-economic variables and evaluate market and geo-political risks.
  • We evaluate the risk-return payoff of every investment decision through active portfolio management. We know this is dynamic, so we monitor risk within and across asset classes closely.
  • With more than 50 investment professionals, we have one of the largest and most diverse and experienced investment teams.
  • We invested heavily in technology. We believe we have the best proprietary decision support systems and databases in the industry.

Our Segregated Balanced Portfolios

Suitable for investors who
  • Want exposure to a mix of South African equities, bonds, listed property and cash
  • Want superior performance over the longer term
  • Are comfortable with an above average level of volatility and risk
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide long-term investment income and capital growth by investing in South African equity, fixed interest investments, cash and listed property (no offshore exposure)

Minimum Disclosure Document
Suitable for investors who
  • Want exposure to a mix of South African equities, bonds, listed property, cash and foreign asset
  • Want superior performance in the longer term
  • Are comfortable with an above average level of volatility and risk
Minimum investment

R100 million

Minimum investment period

90 days

What the fund aims to achieve and how

Provide long-term investment income and capital growth by investing in equity, fixed interest investments, cash, listed property and foreign assets

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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