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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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Absolute Return

Combine the best managers to grow and protect your money.

Our absolute return range is designed for clients who are looking for real returns and capital protection rather than benchmark relative returns. The portfolio construction mirrors our retail absolute return offerings.

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.

Our Multi-Manager Absolute Return Funds

Suitable for investors who

Are looking for real returns and capital protection

What the fund aims to achieve and how

Beat the inflation rate by at least 3% per year over any rolling 3-year period, and provide positive returns over any rolling 12-month period; almost half the portfolio invests in bonds, followed by equities and international investments

Minimum Disclosure Document
Suitable for investors who

Are looking for real returns and capital protection

What the fund aims to achieve and how

Beat the inflation rate by at least 5% per year over any rolling 3-year period and provide positive returns over any rolling 12-month period; bonds, equities and international investments make up more than 80% of the portfolio

Minimum Disclosure Document

Do you want to diversify your clients' money across fund managers?

Contact us and we will assist you.

Sanlam Life Insurance is a licensed financial service provider.
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