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.
Satrix is the pioneer of index-tracking investment capabilities in South Africa. We see clients as partners because we work with you to solve your investment challenges. We provide benefits of scale when it comes to operational excellence and trading.
We support a core-satellite approach to investing. The contemporary discussion has moved past the ‘active versus passive’ debate – the smart question is how to blend these investment styles into a well-constructed portfolio.
For detailed information on Satrix, you can download the full brochure.
We provide you with a proven, quantitative and disciplined way to generate returns from your chosen exposure.
We believe that understanding the source and nature of all risks that investors are exposed to provides a clearer line of sight into the extent and nature of the potential returns available. The marriage between this and sound risk management practice and discipline is pivotal to reaching one’s investment objectives.
We take advantage of market returns in a systematic and disciplined way. Our in-depth understanding of -
and their drivers, means that we can provide you with more precise exposure.
Our index-tracking journey has evolved to give you flexible ways to use our insights.
Our philosophy is built on the foundation of having an acute understanding of risk.
Whether you know what you need or want us to analyse your requirements – we can help.
*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.
Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request.
Contact us on firstname.lastname@example.org for more information.
Chief Executive OfficerB.Sc, M.Sc (cum laude), CFA
Chief Investment OfficerB.Com (Economics), HCertFMI (cum laude), FRM
Portfolio ManagerB.Comm (Hons)
Portfolio ManagerB.Comm, CFA
Chief Financial OfficerB.Comm (Hons), CA (SA)
Portfolio ManagerB.Bus.Sc (Finance)
Portfolio ManagerB.Sc Mathematical Statistics& Computer Science
Investment StrategistB.Bus.Sc, M.Bus.Sc, CFA
For detailed information on Satrix, download the full brochure
Please visit our institutional portal for articles relating to this investment strategy.
Contact us at email@example.com / 021 950 2500.