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Skip Navigation LinksLife Pooled Investments

New Satrix Life Pooled Balanced Fund Range

Partner with the largest third party index investment manager in SA

Satrix is a leading provider of index investment strategies in South Africa, with over R80 billion (79% of which is institutional business) in assets under management invested in our wide range of offerings. 75% of our assets under management are third party clients, which makes Satrix the largest third party index manager in South Africa, and the manager trusted most by clients to manage their index-based strategies. We manage index tracking and factor-based (smart beta) portfolios through segregated mandates, life pooled portfolios, exchange traded funds (ETFs), unit trusts and Undertakings for Collective Investment In Transferable Securities (UCITS).

Key Fund Benefits

Our index-tracking system has been developed in-house to ensure we are able to customise and enhance it to suit our diverse client needs. We are able to implement trades in a transparent, cost-effective and risk-controlled way. The scalability offered is crucial in an index tracking business where operational efficiency is to the benefit of our clients.

Track industry recognised benchmarks

We track industry recognised benchmarks

Low cost exposure

Low cost exposure to all the major local and international asset classes

Improved diversification

Improved diversification, transparency, simplicity, capacity, predictability of returns, and importantly, lower fees

Fees

The following fees apply to the Satrix Low Equity Balanced Fund, Satrix Medium Equity Balanced Fund, and Satrix High Equity Balanced Fund:

Fund   Fees

Satrix Low Equity Balanced Fund

Satrix Medium Equity Balanced Fund

Satrix High Equity Balanced Fund

 

The first R100 million: 0.25%
The next R150 million: 0.20%
The next R250 million: 0.17%
The next R500 million: 0.16%
More than R1 billion: 0.15%

Asset Allocation


Asset Class High Equity (%) Med Equity (%) Low Equity (%) Index Exposure
RSA SA Equity 55 42.5 25.0 FTSE/JSE Shareholder Weighted Index
RSA Property 6.0 5.0 5.0 FTSE/JSE SA Listed Property Index
RSA Inflation Linked Bonds 6.0 10.0 10.0 JSE IGOV -> S&P ILB 1+
RSA Fixed Interest 8.0 12.5 20.0 JSE All Bond Index
RSA Cash 5.0 10.0 20.0 STeFI
Foreign Equities 15.0 12.5 10.0 MSCI World Equity Index
Foreign FI 5.0 5.0 5.0 Barclays Global Aggregate Index
Foreign Cash 0.0 2.5 5.0 JP Morgan ID USD Cash

Fund Overview

Innovation is at the core of everything that we do, and we continue to develop products for clients, relying on focused research and years of experience from a very stable team. We have proven expertise in risk management, portfolio analysis and index construction.

Sanlam Life Insurance is a licensed financial service provider.
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