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Sanlam Investments
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Our Pre-packaged Solutions

We blend individual building blocks into risk-profiled solutions to strengthen and diversify investors’ portfolios

Our range of existing, pre-packaged solutions spans the entire risk-reward, multi-asset spectrum from conservative through to aggressive. We offer solutions across active management, alternative investments, index-tracking, international investments, multi-management and a hybrid of these. This is supported by our in-house research and portfolio construction tools.

We are also able to customise unique portfolios according to your specific requirements.

Active Management
Actively make use of multiple opportunities that arise in the market.
Alternative Investments
Diversify across a range of non-traditional investment opportunities.
Index-Tracking
Increased certainty through low-cost index-tracking.
Multi-Management
Benefit from diversification across multiple asset managers.
International Investments
Broaden investment horizons with the best-in-class global investments opportunities.
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Actively managed solutions combine individual strategies across multiple asset classes to create diversified, risk-profiled solutions.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Cautious

Sanlam Investment Management Inflation Plus Fund

This multi-asset fund targets long-term returns above inflation over 3 to 5 years, while protecting capital over any rolling one-year period. Combines long and short-term goals. The fund is regulation 28 compliant.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Moderate

Sanlam Investment Management CPI+3% Domestic Global Mandate

Enjoy an actively-managed flexible asset allocation strategy with capital protection being of primary importance. This strategy aims to provide real returns to investors and has a low risk profile compared to typical balanced portfolios. The mandate aims to achieve returns of CPI+3% over a rolling 3 year period and capital protection over any rolling 12 month period.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Moderate

Sanlam Investment Management Medium Equity Fund

Benefit from smooth, positive real returns in this multi-asset medium equity fund, adjusted for the effects of inflation. The fund targets CPI +5% over a rolling 5-year cycle while reducing the probability of capital losses over any rolling 24 month period.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Moderate

Sanlam Investment Management CPI+5% Domestic Global Mandate

Benefit from an actively-managed flexible asset allocation mandate with shorter-term capital protection being as important as achieving on the longer term CPI +5% target. This strategy aims to provide real returns to investors and has a low risk profile compared to typical balanced portfolios. This fund aims to achieve returns in access of CPI+5% over a rolling 3 to 5 year period. The mandate is regulation 28 compliant.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Moderate

Sanlam Investment Management Balanced Fund

Provides exposure to multiple asset classes, including equities, property, credit, bonds and cash – both local and foreign. The fund has a dual focus, namely pursuing investment returns and complementing it with risk management strategies that have inherently low opportunity cost.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Moderate

Sanlam Investment Management Fixed Benchmark Global Balanced Mandate

We manage a variety of balanced mandates against client-prescribed strategic fixed benchmarks. The underlying investments include the same asset classes as the SIM Balanced Fund and the risk tolerance can be adjusted to match client preference.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Alternative investments are a powerful lever for clients to diversify, spread their risk, and earn less volatile but inflation-beating returns.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Moderate

Alternatives Multi-strategy Capability

Gain access to our diversified platform of blended alternative strategies over multiple asset classes, styles and geographies in a well-diversified solution.

Multi-asset

A selection of mixed assets with specific correlations and relationships to create a well-diversified portfolio.

Index-tracking solutions combine individual indexation strategies and factor-based strategies to create diversified solutions. We offer a range of index-tracking solutions, including factor investing (also known as smart beta), across our multi-asset and equity ranges.

Satrix, a subsidiary of Sanlam, is a pioneering leader of index investment products in South Africa. Satrix has over R80 billion in assets under management and has been managing factor-based solutions for our institutional investors since 2007.

What we do

Over the years, we have accumulated vast insight into crafting blended factor-based portfolio solutions, with high predictability and reliability through all market cycles. We are able to customise unique solutions based on your factor preference and investments objectives, for low to high risk appetites.

Visit www.satrix.co.za for more information.

Our multi-managed solutions provide clients with easy access to a wide range of best-in-class investment solutions, based on their unique needs. We have a number of ‘ready-made’ multi-managed solutions which we manage internally (pooled and segregated funds). Asset managers are selected following a stringent manager research process to find the most skillful managers who we believe, that when blended in the correct manner, while offering risk manager and tactical asset allocation skill over and above the selection criteria, will be able to add significant alpha over the long term, considering their expanded opportunity set and skill.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Cautious

SMM Absolute Return CPI+3% Portfolio

This multi-managed solution aims to beat the inflation rate by at least 3% per annum over any rolling 3 year period, and to provide positive returns over any rolling 12 month period.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Cautious

SMM 30 Portfolio

This multi-managed solution provides investment returns in line with its low risk profile. The narrow margin for equity allocation reduces volatility while seeking a modest rate of growth.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Moderate

SMM Absolute Return CPI+5% Portfolio

This multi-managed solution aims to beat the inflation rate by at least 5% per annum over any rolling 3 year period, and to provide positive returns over any rolling 12 month period.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Moderate

SMM 50 Portfolio

This multi-managed solution aims to provide investment returns in line with its mid-tier risk profile. Through a 50% equity allocation, a moderate growth rate can be achieved.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Moderate

SMM NUR Balanced Fund

This is a multi-managed balanced Shariah-compliant solution which aims to provide long-term capital growth and permissible investment income.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Moderate

SMM 60 Portfolio

This multi-managed equity solution offers moderate to high growth rates, aligned with its risk exposure.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Moderate

SMM Balanced Fund

This multi-managed solution invests in a portfolio of collective investments or approved international funds to seek steady growth of capital and income. It is managed with moderate investment parameters, and is suitable for longer term pension funds.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Aggressive

SMM Aggressive Absolute Return Portfolio

This aggressively managed multi-manager solution aims to deliver long-term investment income and capital growth. The aim is to achieve positive returns over any rolling 36 month period. A variety of financial instruments and investment styles may be used to achieve these objectives.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant building blocks.

Aggressive

SMM 70 Portfolio

The relatively high equity allocation of this fund results in increased volatility, but also strong capital growth compared to funds with a more moderate risk profile.

Balanced

Provides best growth on capital without taking on excessive risk, by selecting the relevant building blocks.

Our international solutions provide you with easy access to a wide range of global investment solutions based on your specific needs. Through Sanlam Investments UK and by partnering with specialist international asset management businesses, we give you access to an extended universe of well-diversified solutions.

 

Conservative

 

Cautious

 

Moderate

 

Moderate Aggressive

 

Aggressive

x
Aggressive

Sanlam Global Cautious Fund of Funds

This international multi-asset solution is an actively managed rand denominated South African domiciled fund that enables investors to gain exposure to an offshore portfolio. It is well diversified in terms of asset classes (equities, bonds, property and cash), countries and currencies. It has a cautious risk profile and aims to provide investors with moderate capital growth over the long-term with relatively low volatility in US dollar terms.

Multi-asset

A selection of mixed assets with specific correlations and relationships to create a well-diversified portfolio.

Moderate aggressive

Sanlam Global Balanced Fund of Funds

This international solution is an actively managed rand denominated South African domiciled fund that enables investors to gain exposure to an offshore portfolio. It is well diversified in terms of asset classes (equities, bonds, property and cash), countries and currencies. It has a balanced risk profile and aims to provide investors with long-term capital growth without exceeding the equity allocation limit of 75%.

Multi-asset

A selection of mixed assets with specific correlations and relationships to create a well-diversified portfolio.

Moderate aggressive

Sanlam Four Multi-strategy Fund

The fund combines thematic and systematic investment strategies aimed at generating long-term positive returns. The broad asset class exposure ranges from stock indices and government bonds to real assets, equity derivatives and high yield corporate bonds. The team employs stringent risk analysis and stop loss positions to provide downside protection.

Multi-asset

A selection of mixed assets with specific correlations and relationships to create a well-diversified portfolio.

Moderate aggressive

Sanlam Real Assets Fund

This international solution offers access to alternative listed asset classes. Investors can expect regular long-term income with stability, predictability and capital growth through investing in global equity securities that derive their value from underlying real assets e.g. housing, warehousing, utilities and renewable energy.

Multi-asset

A selection of mixed assets with specific correlations and relationships to create a well-diversified portfolio.

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