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.
Our absolute return portfolios target a range of inflation-plus returns and aim to preserve capital irrespective of market ups and downs. They are most suitable for clients who value:
The Sanlam Investments single manager absolute return capability is consciously cautious and, when the time is right, strategically bold.
For detailed information on our absolute return solution, you can download the full brochure.
We identify ways to protect capital from excessive risk through underlying security selection; managing exposure to asset classes and their risk premia; and appropriate use of derivatives for downside protection.
*as at 30 June 2016
Find out more from the investment team in our latest quarterly commentary
Sanlam Investment Management claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Sanlam Investment Management has been independently verified for the periods 1 January 1999 through 31 December 2014. The verification reports are available upon request.
Definition of Firm
Sanlam Investment Management (SIM) is a 100% owned operating entity within Sanlam Life Insurance Limited. The firm comprises all fee-paying portfolios managed by Sanlam Investment Management. SIM's subsidiaries and divisions are excluded unless specifically stated. The Firm includes SIM Namibia Ltd. SIM Hedgeco is excluded from the firm since 1 January 2011.
Performance figures are presented gross of management fees, custodial fees and withholding taxes but net of all trading expenses.
See Appendix A for Fees Structure
List of Composites
A complete listing and description of all composites is available on request.
Minimum Account Size
This composite include all discretionary, fee-paying accounts invested according to the composite investment strategy with a market value exceeding R20 000 000. Accounts meeting these criteria must be under management for a month before being included in this composite.
Since January 2005 SIM exludes portfolios from composites when a Significant Cash Flow occurs. A significant cash flow occurs when the absolute value of a specific portfolio’s net cash flow for the month under review exceeds its market value at the beginning of that month by more than 15%. This is only applicable to composites with more than two portfolios.
Performance results presented have been calculated in accordance with the methodology prescribed by GIPS.
Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request.
Contact us on email@example.com for more information.
Head: Absolute ReturnB.Sc (Chem), MBA
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Contact us at firstname.lastname@example.org / 021 950 2500.