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As an adviser, you are constantly striving to provide your clients with the most accurate information and advice. Use our handy tools and downloads to ensure that you keep abreast of the latest fund and adviser information.

Fund Overviews: Quick Facts

A two page ‘quick facts’ view of the Sanlam Investment Management core fund range, outlining the team, approach and key objectives of the fund.

 

SIM Core Funds

Asset Class Return Matrix

The Smartie Box reflects the historical returns of asset classes over 10 years.

View the Local Market Asset Class Returns
View the Global Market Asset Class Returns

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.

Useful Infographics

Easy to interpret infographics provide a simple and practical way to unpack key investment decisions impacting clients over their lifetime.

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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, Blue Ink Investments (Pty) Ltd (“Blue Ink”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (Pty) Ltd (“SEB”), a division of Sanlam Life Insurance Limited; 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”).