Market News & Financial Planning Tools| Investment Insights| Sanlam Intelligence

5 August 2024

READ MORE

Inside Institutional – August 2024

anemptytextlline

The August 2024 edition of Inside Institutional explores the latest expert insights on sustainable investing and navigating market dynamics.
5 August 2024

READ MORE

Are compounding fees jeopardising South Africans’ financial freedom at retirement?

anemptytextlline

The Satrix investment team shows how the cumulative effect of paying lower versus higher fees over time can significantly impact an individual’s retirement outcome.
5 August 2024

READ MORE

Don’t sell your SA Inc shares just yet

anemptytextlline

Fernando Durrell, Head of Absolute Return, writes that investing in SA Inc. could be a safer alternative than offshore shares in times of heightened volatility.
5 August 2024

READ MORE

Positive economic outlook amidst political uncertainty

anemptytextlline

Melville du Plessis, Portfolio Manager, notes that 2024's optimism is driven by South Africa’s election results and strong fixed-interest returns.
5 August 2024

READ MORE

Generational wealth transfer set to transform investment landscape

anemptytextlline

Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager, highlights the impact that the upcoming generational wealth transfer will have on the investment industry.
5 August 2024

READ MORE

Batseta Winter Conference 2024: Cultivating sustainability and inclusion now

anemptytextlline

Sanlam Investments experts participated in a panel discussion at the Batseta Winter Conference 2024, exploring "ESG developments: focusing on infrastructure."
5 August 2024

READ MORE

Global climate challenges call for new strategies: the rise of sustainable investments

anemptytextlline

The devastating impact of climate events like floods calls for investors to support sustainable investment solutions, writes Teboho Makhabane, Head of ESG and Impact at Sanlam Investments
6 June 2024

READ MORE

Inside Institutional: Edition 7

anemptytextlline

As we start winding down for the holiday season, we invite you to explore the world of investments in our year-end edition of “Inside Institutional.” This issue features a collection of articles that highlight key aspects of the investment landscape.

© 2021 Sanlam. All rights reserved
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, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; 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 & Satrix Managers (RF) (Pty) Ltd, a registered and approved Managers in Collective Investment Schemes in Securities. 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. 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. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is 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 instruments which could be accompanied by additional risks as well as potential limitations on the availability of market 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 authorized 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 & Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme.