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Downloads

These sales aids are there to make your life easier. Download them here.

Sales Aids

Wrap vs Fund of Funds – Key differences between wrap funds and funds of funds.

SIM Yieldseeker – Meeting your income needs.

Asset Management Core Range – A snapshot view of our funds within asset management capability.

 Asset Class Returns

Local Market Asset Class Returns
Global Market Asset Class Returns

These reports detail the local and global market asset class returns and risk statistics over multiple investment periods.  Each of these reports will have the following:

1 Year Asset Class Returns: showing the one year investment period returns for each asset class for the specified year-ends.
1 Year Asset Class Volatility: showing the one year investment period risks (volatilities) for each asset class for the specified year-ends.
5 Year Asset Class Returns: showing the annualised five year investment period returns for each asset class for the specified year-ends.

The Local Market Asset Class Returns report shows returns and volatilities in South African Rands, and the Global Market Asset Class Returns report shows returns and volatilities in US Dollars.

Events That Moved The Market

A snapshot view of market moving events 

Brochures

Implemented Consulting Brochure

Sanlam’s Implemented Consulting Solution offers you the ability to tailor a well-researched solution that is uniquely positioned to meet the needs of your clients through our robust and proven investment committee framework.

Tax Free Savings Account Brochure

Sanlam Investments has its own range of tax free products for your clients that can help reach their savings goals faster. To help your clients make the most of their tax free allowance, we have two easy to open tax free products available