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.
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.
The Private Equity division of Sanlam Investments acquires a significant stake in Danny's Auto, driving affordable car parts and championing the democratisation of vehicle repairs. This aligns with industry growth, fosters job creation and ensures accessible repairs. Danny's Auto leverages its strong network and trusted brand for an enhanced advantage.
Discover how gender equality in investing promotes a fairer society and enhances financial performance. To achieve this, we encourage women's participation in the asset management industry, which also unleashes a wealth of talent and perspectives that can drive better financial outcomes.
In March 2024, the FTSE/JSE SWIX and ALSI methodologies will undergo index harmonisation. This article delves into the reasons behind this move, highlighting its significance for the asset management industry's integrity. The discussion covers the purpose, rationale and timing of this alignment, emphasising the importance of a unified benchmark index.
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.