Investment Outcomes

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.
6 May 2021

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Why allocate to hybrid capital instead of traditional high yield?

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Hybrid capital offers a yield at worst of 5.6% and a yield to call of 4.1%. Even in euros, a region where deposit rates are firmly in negative territory, the equivalent figures are 4.9% and 3.4%. On a risk-adjusted basis, we regard these as attractive yields given the extremely low probability of default. The big difference between traditional high yield and hybrid capital is the much lower default rate in hybrids.
31 Mar 2021

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The Sanlam Investors’ Legacy Range marks a strong first close

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We are incredibly proud of the impact we have made with the Investors’ Legacy Range.
26 Feb 2021

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Sanlam UK's Hybrid Capital Solution: everything you wanted to know but were afraid to ask.

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Hybrid capital is a form of capital that sits below senior debt and above common equity; in other words, it is literally a hybrid fixed interest instrument. These type of instruments are typically issued by large, well-capitalized investment-grade companies.
17 Feb 2021

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The three habits of highly effective ETF investors

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The evolution of exchange-traded funds (ETFs) has made it possible for retail investors to construct cost-effective investment portfolios that could not have been imagined a decade ago.

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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.