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Sanlam Investments wins South Africa’s best equity mid and small cap fund for the fourth year

Raging Bull Awards
| Inside Institutional, Investment Outcomes

Sanlam Investments won two top-performer titles at the recent Raging Bull Awards, one of the industry’s most prestigious events. The Sanlam Investment Management Small Cap Fund was named South Africa’s Best Equity Mid and Small Cap Fund for the fourth time (2015, 2016, 2022 and 2024) and Amplify’s Sanlam Collective Investments Wealth Protector Fund was named Best South African Multi-Asset Low Equity Fund on a Risk-Adjusted Basis. We were also nominated for awards in four other categories.

The Sanlam Investment Management Small Cap Fund, managed by a team led by Vanessa van Vuuren, is an aggressive, actively-managed small- to mid-cap fund with significant holdings in companies such as Famous Brands, Sun International and Reinet, among others.

Vanessa said: “We are proud to take the award again this year. It’s a big honour and attests to the robustness of our research-based approach, unwavering dedication, and active equity culture.”

Sanlam Investments CEO Carl Roothman said: “The breadth of our award, certificates and nominations demonstrates the depth of expertise and talent within Sanlam Investments. Through our steadfast commitment to a long-term pragmatic value investment approach, we have consistently delivered exceptional results. Congratulations to our Active Management and Amplify teams for their outstanding accomplishments.”

The other four categories in which we were nominated for awards for top performance were:

  1. BEST SOUTH AFRICAN EQUITY RESOURCES FUND: Sanlam Investment Management Resources Fund
  2. BEST (FSCA-APPROVED) OFFSHORE FAR EAST EQUITY GENERAL FUND: SIIP India Opportunities Fund
  3. BEST (SA DOMICILED) GLOBAL EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS: Absa Global Core Equity Feeder Fund
  4. BEST SOUTH AFRICAN REAL ESTATE FUND ON A RISK-ADJUSTED BASIS: Absa Property Equity Fund

 

 

Disclaimer

*The full registered name of the fund is Sanlam Investment Management Small Cap Fund
**The full registered name of the fund is Sanlam Investment Management Resources Fund

The Sanlam Group is a full member of the Association for Savings and Investment SA. Sanlam Collective Investments (RF) (Pty) Ltd and Absa Fund Managers (RF) (Pty) Ltd are registered and approved Managers in terms of the Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long term investments. Past performance is not necessarily a guide to future performance, 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 Manager on request. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The funds may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. A feeder fund is a portfolio that, apart from assets in liquid form, invests solely in a single portfolio of a CIS, which may levy its own charges, and which could result in a higher fee structure for the feeder fund. Full details of the awards are available from the Managers. The Manager retains full legal responsibility for the co-brand portfolio.

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 (“Amplify”), Sanlam Africa Real Estate Advisor Pty Ltd (“SAREA”), Simeka Wealth (Pty) Ltd and Absa Alternative Asset Management (Pty) Ltd (“AAM”); and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”), Satrix Managers (RF) (Pty) Ltd (“Satrix”) and Absa Fund Managers (RF) (Pty) Ltd.

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55 Willie van Schoor Avenue, Bellville, South Africa
Sanlam Investments registered Financial Services Providers

© 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.