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

7 November 2023

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Inside Institutional: Edition 4

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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.
30 October 2023

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Simple, but effective, investing

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Investment wisdom extends beyond 'not putting all your eggs in one basket.' It's about the types of baskets and recognising that avoiding losses is often more important than chasing gains. Discover why diversification matters and why it's the smart, effective choice for wealth creation. Explore Diversified Investment Options.
30 October 2023

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Have interest rates peaked? A dilemma for fixed income investors

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Exploring the current fixed income landscape, this article offers insights to guide sound investment decisions.
30 October 2023

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Seize the moment: Add Emerging Markets equity to offshore portfolios

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Explore Emerging Markets (EMs) equity funds and their advantages, especially for South African investors.
30 October 2023

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Navigating the future: The imperative of active management in a dynamic investment landscape

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In the dynamic world of investments, Natasha Narsingh, CEO of Sanlam Investments Active Manager discusses the crucial role of active investment management. What makes active investment management so essential in today’s dynamic financial landscape? Read the full article here.
30 October 2023

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Sustainable Infrastructure Fund

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The Sustainable Infrastructure Fund by Sanlam Investments, supports unique projects and aims for financial returns while creating positive societal and environmental change.
30 October 2023

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Our Responsible Investing Report | 2023, ESG Reporting – Disclosure Frameworks

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We are proud to share our latest Responsible Investing Report, a testament to our ongoing commitment to sustainable and impact investing.
30 October 2023

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Join 'Action for Impact' at the upcoming Critical Conversations webinar

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Join us for our upcoming Critical Conversations webinar on 8 November 2023, focusing on 'Action for Impact.' We believe that collective discussions can bring about real, tangible change.

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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.