Investment Returns Summary (PDF, 55kb)

Fact sheets document (PDF, 2.9mb)

 

 

Individual fact sheets

Please note that individual fact sheets cannot be seen in isolation and should always be read in conjunction with the Fact sheets document (PDF, 2.9mb)

 

Multi Manager Range

• SMM 30 (PDF, 201kb)

• SMM 50 (PDF, 229kb)

• SMM 60  (PDF, 236kb) 

• SMM 70 (PDF, 234kb)  

• SMM Absolute return (PDF, 229kb)    

Sanlam Investment Management Single Manager Range

• SIM Balanced Fund (PDF, 229kb)      

• SIM Managed Moderate (PDF, 263kb)

• SIM Inflation Plus Fund  (PDF, 220kb) 

• Sanlam Cash (PDF, 134kb)                  

 

 External Single Manager Range

• Allan Gray Domestic Balanced (PDF,234kb)
• Allan Gray Global Balanced (PDF,218kb)

• Oasis Crescent  (PDF, 225kb) 

• Coronation Houseview (PDF, 216kb)

• Passive Investor Strategy (PDF, 140kb)

• Investec Balanced Fund (PDF, 44kb)

• Foord Balanced Fund (PDF, 42kb)
  

   

 Index-tracking Range

• SIM Enhanced Tracker Balanced Fund (PDF, 243kb)

Smoothed Bonus Portfolios

• Sanlam Monthly Bonus (PDF, 211kb)

• Sanlam Stable Bonus Portfolio (PDF, 212kb)

    
Or individuals can choose any selection from Glacier (pdf 123kb) range subject to completion of a financial need analysis by a Glacier-accredited adviser.