Sales Aids
As an adviser, you are constantly striving to provide your clients with the most accurate information and advice. Use our handy tools and downloads to ensure that you keep abreast of the latest fund and adviser information.
- Fund Overviews: Quick FactsA two-page ‘quick facts’ view of the Sanlam Investment Management core fund range, outlining the team, approach, and key objectives of the fund.SIM Core Funds
- Asset Class Return MatrixThe Smartie Box reflects the historical returns of asset classes over 10 years.
View the Local Market Asset Class Returns View the Global Market Asset Class Returns
1 Year Asset Class Returns: showing the one year investment period returns for each asset class for the specified year-ends.
1 Year Asset Class Volatility: showing the one year investment period risks (volatilities) for each asset class for the specified year-ends.
5 Year Asset Class Returns: showing the annualised five year investment period returns for each asset class for the specified year-ends.
The Local Market Asset Class Returns report shows returns and volatility in South African Rands, and the Global Market Asset Class Returns report shows returns and volatilities in US Dollars.
- Useful InfographicsEasy-to-interpret infographics provide a simple and practical way to unpack key investment decisions impacting clients over their lifetime.
Investment Risk—No Risk, No Reward - View Article
Let your RA pay the way—View Article
SA Tax Overview - View Article
TFSA or RA? - View Article
Top up your RA - View Article