Sanlam Investment Management Managed Conservative Fund of Funds

Seek a high income level by targeting CPI+2% over any rolling 3-year period with moderate capital growth and low levels of volatility (max 20% exposure to equities – local and offshore). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

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

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Sanlam Investment Management Managed Cautious Fund of Funds

Seek a high income level (max 40% exposure to equities, local and offshore) with moderate capital growth targeting CPI +3% over a rolling 3-year period. The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

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

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Sanlam Investment Management Inflation Plus Fund

This is a mulit-asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI+4% over a rolling 3 to 5 year period, while protecting capital over any rolling 1-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.

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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.

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Sanlam Investment Management Moderate Fund of Funds

Seeks to deliver long-term capital growth but with less volatility than a pure equity fund (max 40 – 60% local and offshore equity exposure). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

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

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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.

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Sanlam Investment Management Managed Moderate Aggressive Fund of Funds

Seeks to deliver long-term capital growth but with lower volatility than a pure equity fund (max 50% - 65% exposure to local and offshore equities). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore. Recommended investment period 4-5 years.

Absolute Return

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

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Sanlam Investment Management Managed Aggressive Fund of Funds

Seeks to deliver long-term capital growth, but with lower volatility than a pure equity fund (max 60% - 75% local and offshore equity exposure). The fund is regulation 28 compliant and may hold up to 30% of its assets offshore.

Absolute Return

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

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Satrix Low Equity Balanced Fund

Gain diversified exposure to all the key local and international asset classes i.e. cash, bonds, property and equity, while reducing risk with only 35% equity exposure. This fund is regulation 28 compliant.

Balanced

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

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Satrix Balanced Index Fund

With a key focus on diversification, track local and international asset classes, with 70% total equity exposure. The local equity component of this fund is the proprietary Satrix SmartCore™. The SmartCore™ combines 3 smart beta indices in equal weights: proprietary Satrix Value index, proprietary Satrix Momentum index and the S&P Quality South Africa index. The fund is regulation 28 compliant.

Balanced

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

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Sanlam Multi Managed Conservative Fund of Funds

This fund is suitable for investors who require stable growth. This fund aims to protect capital at low levels of risk. This portfolio invests in fixed interest funds but can invest in equity and high yielding instruments as well.

Absolute Return

Targets specific returns, while preserving capital irrespective of market volatility, by blending relevant multi strategy solutions.

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Sanlam Multi Managed Cautious Fund of Funds

This fund is suitable for investors who require capital protection and returns greater than inflation over time. This is a cost-effective way of accessing the best investment expertise both locally and abroad.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

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Sanlam Multi Managed Moderate Fund of Funds

This fund aims to deliver long term capital growth with less volatility than an equity fund. A maximum of 40% - 60% of the portfolio will be invested in equities at any time. Investing in this solution is a cost-effective way of accessing the best investment expertise both locally and abroad.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

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Sanlam Multi Managed Moderate Aggressive Fund of Funds

This fund aims to deliver long term growth with less volatility than an equity fund. A maximum of 50% - 65% of the fund will be invested in equities at any time. This is a cost-effective way of accessing the best investment expertise both locally and abroad.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Download fund factsheet

Sanlam Multi Managed Aggressive Fund of Funds

Cap your equity exposure at 60% to 75%, while accessing the best managers both locally and abroad in a cost-effective manner. Achieve long term capital growth with less volatility than a pure equity fund.

Balanced

Provides best growth on capital without taking on excessive risk over the long term, by selecting the relevant building blocks or multi strategy solutions.

Download fund factsheet