Sanlam Investments Wins SA’s Best Equity Mid and Small Cap Fund for the Fourth Time

Carl Roothman & Vanessa van Vuuren

Sanlam Investments’ SIM Small Cap Fund has once again been named South Africa’s Best Equity Mid and Small Cap Fund at the prestigious Raging Bull Awards, holding the title for the fourth time. The awards ceremony was held in Cape Town on 11 March 2024.

The SIM Small Cap Fund is an aggressive, actively managed small to mid-cap fund with substantial holdings in companies such as Famous Brands, Sun International, and Reinet, among others. Under the dynamic leadership of Vanessa van Vuuren, the fund has shown consistently strong returns, cementing its spot as a market leader. Van Vuuren says, “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.”

In addition, Amplify Investment Partners’ Amplify SCI* Wealth Protector Fund was also named Best South African Multi-Asset Low Equity Fund on a Risk-Adjusted Basis at the awards ceremony.

Carl Roothman, CEO of Sanlam Investments, says, “The breadth of our awards, certificates and nominations demonstrate 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 the outstanding accomplishments.”

After integrating with Absa Investments, Sanlam Investments is now South Africa’s largest black-owned asset manager, with assets exceeding R400 billion. Its portfolio encompasses a broad spectrum of funds, spanning equities, fixed income, alternatives, and property asset classes, providing investors with diverse and comprehensive investment opportunities.

Sanlam Investment Group received ‘best in class’ nominations across six categories.

*Sanlam Collective Investments

Sanlam Investments’ 2024 nominations included:
BEST SOUTH AFRICAN EQUITY MID AND SMALL CAP FUND: SIM Small Cap Fund (Winner)
BEST SOUTH AFRICAN MULTI-ASSET LOW EQUITY FUND: Amplify SCI Wealth Protector Fund (Winner)
BEST SOUTH AFRICAN EQUITY RESOURCES FUND: SIM Resources Fund (Nomination)
BEST (FSCA-APPROVED) OFFSHORE FAR-EAST EQUITY GENERAL FUND: SIIP India Opportunities Fund (Nomination)
BEST (SA DOMICILED) GLOBAL EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS: Absa Global Core Equity Feeder Fund (Nomination)
BEST SOUTH AFRICAN REAL ESTATE FUND ON A RISK-ADJUSTED BASIS: Absa Property Equity Fund (Nomination)

Disclosure

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 Sanlam Asset Management Ireland (“SAMI”); 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 information does not constitute financial advice, is intended for broker training purposes and may not be distributed to any investors. While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”),  The FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. Collective investment schemes are generally medium to long-term investments. Please note that 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, Sanlam Collective Investments (RF) (Pty) Ltd. 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. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The fund 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. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.