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

23 Sep 2021

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Climate change and stranded assets

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For investors there’s an immediate incentive to start taking climate change seriously. It’s about avoiding stranded assets.
7 Sep 2021

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Sustainable investing – how to implement it across asset classes

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How the three main approaches to sustainable investing - exclusion, ESG integration, and impact investing – can be applied across all asset classes.
2 Sep 2021

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Sanlam Investments Sustainable Infrastructure Fund

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Our mission to become Africa’s premier sustainable investor was accelerated with the launch of the Sanlam Investments Sustainable Infrastructure Fund.
18 Aug 2021

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A start to sustainable investing

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Conviction and knowing what changes the investor would like to see most are the starting point of any sustainable investing strategy.
27 Jul 2021

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The truth about sustainable investing

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To get to the truth about sustainable investing a few myths need to be debunked promptly.
14 Jul 2021

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Sustainable and impact investing are the new normal

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To do what is needed to save our continent, our planet and our people, we will have to mobilise capital on a massive scale.
26 May 2021

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Infrastructure investing: down the river with a paddle

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Infrastructure investing has a very direct and positive impact, and the amendments to Regulation 28 are intended to aid our country’s economic recovery.
11 May 2021

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Big Book of sustainable investing

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We present to you a special edition of the Big Book of sustainable investing, in collaboration with Robeco.

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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.