Pooled Portfolios

Investors who have less than R75 million to invest are advised to invest in the comprehensive range of pooled portfolios Sanlam Investment Management (SIM) manages on behalf of Sanlam Employee Benefits using the Sanlam Life insurance license. The underlying assets are pooled together and unitized.

 

 

For details on the various portfolios click on the links below to access the fund fact sheets.

Fixed Interest	Asset Allocation
Sanlam Cash	Sanlam Absolute Return
SIM SRI Bond Fund	Sanlam Diversified
	Sanlam Moderate
	Sanlam High Equity
	Sanlam Inflation +3%
	Sanlam Plus
	SIM Enhanced Tracker Balanced Fund

 

For the monthly performance data click on the links below.

 

Sanlam Absolute Return

Sanlam Cash

SIM Enhanced Tracker Balanced Fund

SIM SRI Bond Fund

Sanlam Diversified

Sanlam High Equity

Sanlam Inflation +3%

Sanlam Moderate

Sanlam Plus

To access the Quarterly Report click here.