Articles Articles

Sanlam

Individual Adviser Institutional
Home
Individual
Adviser
Institutional
Markets
Media
- Media Centre
- Financial Results
About
Contact
Worldwide

Back

Please click here for the South African COVID-19 resource portal

Worldwide

South Africa
South Africa Home Sanlam Investments Sanlam Private Wealth Glacier by Sanlam Sanlam BlueStar

Rest of Africa
Sanlam Investments East Africa Sanlam Kenya Sanlam Mozambique Sanlam Namibia Sanlam Private Wealth Mauritius Sanlam Rwanda Sanlam Swaziland Sanlam Tanzania Sanlam Uganda Sanlam Zambia

Europe
Sanlam UK Sanlam Securities UK Sanlam Asset Management Ireland

Global
Global Investment Solutions

Investor Relations

Individual
Adviser
Institutional

Markets

Markets

Share Information

Market Indicators

Daily Prices

Fund Factsheets
Media

Media

Media Centre

Financial Results
About

About

What we do

Why we do it

How we make it happen

It’s all about you

Values we live by

Bricks and mortar

Careers

Our references

Our Empowerment Journey

Sustainable Investing
Contact

Quick links

Media
Robeco Essentials
Get in Touch

Sustainable InvestingArticles

Recent
About
- Governance
- Our Empowerment Journey
- Sustainable InvestingCurrently selected
- Sustainable Investing 2023
- CRISA
- FSPS
- Transformation
- Careers
Adviser
- Core Funds
- Factsheet Centre
- Insights
- Solutions
- Strategies
believeinafrica
Browser
- Maintenance
- SAMI Funds
- Page not found
- Maintenance
Campaigns
- I3-summit
- Institutional Insights
- Nautilus Awards
- taxfreeunittrusts
Contact
Core Funds
- Satrix ALSI Index Fund
- Satrix Balanced Index Fund
- Satrix Bond Index Fund
- Satrix Capped SWIX All Share Index Fund
- Satrix Dividend Plus Index Fund
- Satrix Low Equity Balanced Index Fund
- Satrix Momentum Index Fund
- Satrix MSCI World Equity Index Feeder Fund
- Satrix Property Index Fund
- Satrix SmartCore Index Fund
- Sanlam Investment Management Active Income Fund
- Sanlam Investments Management Balanced Fund
- Sanlam Investments Management Enchanced Yield Fund
- Sanlam Investments Management General Equity Fund
- Sanlam Investments Management Inflation Plus Fund
- Sanlam Investments Management Top Choice Equity Fund
- Sanlam Investment Management Value Fund
financial Planners
- Factsheet Centre
- daily-prices
- application-forms
Graduates Programme
Individual
- Core Funds
- Existing Investor
- Factsheet Centre
- Funds & Products
- New Investor
Institutional
- activemanagement
- africainvestments
- Factsheet Centre
- Insights
- lifepooledinvestments
- multimanagement
- Solutions
- Strategies
- Tools
Legal
- Terms & Conditions
- Promotion of Access to Information Act
- Disclaimer
Markets
- Market Indicators | Markets | Sanlam Investments
- Factsheetcentre
- Daily Fund Prices | Sanlam Investments
- Share Information | Markets | Sanlam Investments
Media Centre
- Articles
- Category-Media-Category
- CatalogItem-Media-Category
- Category-Media-Category1104-5431
- CatalogItem-Media-Category1104-9503
- intelligence
- Latest News and Insights | Sanlam Investments
- Sound Bites & Videos | Multimedia | Sanlam Investments
- Latest Financial Results | Sanlam Investments
Personal
- howtoinvest
- investments
- saveforretirement
- smartinvest
Sanlam Capital Markets
Sanlam Private Equity
sanlamfour
Search
SIM Global
- Global Insights
- Market Review

Insights: Articles, videos and interesting content

Read articles

Sustainable Investments and Impact Report 2022

31 October 2022 Read more

Big Book of Sustainable Investing

11 May 2021 Read more

Responsible Investment and Stewardship Report for 2020

30 April 2021 — Jason Liddle Read more

Sustainable Investing – A Trend That’s Here to Stay

7 November 2019 — Jason Liddle Read more

Can Impact Investing Help Reform Retirement Fund Returns and Our Economy?

25 June 2020 — Mervyn Shanmugam Read more

Investing for Impact and Higher Returns: Can One Have Both?

25 June 2020 — Mervyn Shanmugam Read more

Investing for Impact: Sanlam Launches Investors’ Legacy Range

12 June 2020 Read more

Read content

Active ownership white paper

Sustainable Investments and Impact Report 2022

The Big Book of Sustainable Investing

Sustainability Inside

Paper: The Truth about Sustainable Investing

Navigating the ESG Labyrinth

2020 Responsible Investment Report

2021 Responsible Investment Report

How we’re contributing to a green economy – 2022

Watch the video

Funding SMEs; our success stories

Watch the video

Sustainability lies at the heart of our purpose

Watch the video

Our sustainability journey

Watch the video

Our Sustainability Centre of Expertise

Watch the video

Job creation success stories in private equity

Watch the video

Understanding sustainable investing

Watch the video

The Truth about Sustainable Investments

Watch the video

Introducing SDG Investing

Watch the video

Sustainable investing, the asset manager and the client

Watch the video

Sanlam events and Robeco event

Watch the video

The glossary of Sustainable Investing terms

Contact Us

Please complete the following information.

Terms of Use
Privacy Policy
Accessibility Policy

Individual

New Investor
Existing Investor
Funds and Products

Markets

Sanlam Information
Market Indicators
Daily Prices
- Fund Factsheets
+ More

About

What we do
Why we do it
How we make it happen
+ More

Legal and Copyright

Glossary of Terms
Terms of Use
Disclaimer
+ More

0860 100 266
Email Us
Sanlam Investments
55 Willie van Schoor Avenue
Bellville
South Africa
7530

South Africa

South Africa Home
Sanlam Investments
Sanlam Private Wealth
Glacier by Sanlam
Sanlam BlueStar

Rest of Africa

Sanlam Investments East Africa
Sanlam Kenya
Sanlam Mozambique
Sanlam Namibia
Sanlam Private Wealth Mauritius
Sanlam Rwanda
Sanlam Swaziland
Sanlam Tanzania
Sanlam Uganda
Sanlam Zambia

Europe

Sanlam UK
Sanlam Securities UK
Sanlam Asset Management Ireland

Global

Global Investment Solutions

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd (“Amplify”), Sanlam Africa Real Estate Advisor Pty Ltd (“SAREA”), Simeka Wealth (Pty) Ltd, Absa Asset Management (Pty) Ltd (“ABAM”) and Absa Alternative Asset Management (Pty) Ltd (“AAM”); and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty)Ltd, a registered and approved Managers in Collective Investment Schemes in Securities and Hedge Funds. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge.

Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Past performance is not indicative of future performance. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.

The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lumpsum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result in a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”).

The fund may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.

The portfolio management of all the portfolios is outsourced to financial services providers authorised in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. Sanlam Collective Investments (RF) (Pty) Ltd retains full legal responsibility for the co-named portfolio.

Articles Articles // <![CDATA[ _spBodyOnLoadFunctionNames.push("setupPageDescriptionCallout"); // ]]>

South Africa

Rest of Africa

Europe

Global

Quick links

Share

Insights: Articles, videos and interesting content

Read articles

Sustainable Investments and Impact Report 2022

Big Book of Sustainable Investing

Responsible Investment and Stewardship Report for 2020

Sustainable Investing – A Trend That’s Here to Stay

Can Impact Investing Help Reform Retirement Fund Returns and Our Economy?

Investing for Impact and Higher Returns: Can One Have Both?

Investing for Impact: Sanlam Launches Investors’ Legacy Range

Read content

Active ownership white paper

Sustainable Investments and Impact Report 2022

The Big Book of Sustainable Investing

Sustainability Inside

Paper: The Truth about Sustainable Investing

Navigating the ESG Labyrinth

2020 Responsible Investment Report

2021 Responsible Investment Report

Watch videos

How we’re contributing to a green economy – 2022

Funding SMEs; our success stories

Sustainability lies at the heart of our purpose

Our sustainability journey

Our Sustainability Centre of Expertise

Job creation success stories in private equity

Understanding sustainable investing

The Truth about Sustainable Investments

Introducing SDG Investing

Sustainable investing, the asset manager and the client

Sanlam events and Robeco event

The glossary of Sustainable Investing terms

Contact Us

Articles Articles