Sanlam Flagship Funds

Our exclusive range of Sanlam Flagship Funds boast a diversity of investment strategies, designed to finding the best investment opportunities for our clients at lower fees. We have 3 fund ranges with 10 investment funds covering the full risk spectrum that can be tailored to your specific needs, risk tolerance and personal retirement goals.

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Watch the video and then scroll down to learn more about our range of funds.

We’ve simplified investment funds selection

Investors face having to choose from an overwhelming number of options when saving for retirement.

Our Flagship Fund Range has been carefully constructed to simplify the selection of investment funds appropriate for an investor’s individual circumstances.

There are funds for every investment need

Our Flagship Fund Range offers our investors options across the risk profile specturm, from conservative to aggressive

The Sanlam Flagship Fund Range also includes actively managed and passive alternatives.

Investors can choose between investment funds managed by Sanlam

or funds where the investment is split between a number of asset managers.

or funds where the investment is split between a number of asset managers.

It’s easy to diversify your investment

Our Diversified Fund Range offers a blended approach - access to some of the leading local asset managers with established track records, with some of the investment directed to boutique managers who have more flexibility to capitalise on opportunities.

Choose the level of risk you’re comfortable with to see our options for you in the Diversified Fund Range:

  • CAUTIOUS
  • MODERATE
  • MODERATELY AGGRESSIVE

Access unique investments through our In-house Core Fund Range

Our In-house Core Fund Range includes access to a wider range of unique investment opportunities.

Our fund managers can invest in real assets, such as:

In the past these types of investment have provided good returns and provide additional diversification benefits when combined with other more traditional assets like shares or bonds.

Exceptional value for money

Our investment funds offer exceptional value for money without compromising on performance. We have options for every type of investor, whether active or passive, which we can provide due to our economies of scale.

Choose the level of risk you’re comfortable with to see our options for you:

  • CONSERVATIVE
  • CAUTIOUS
  • MODERATE
  • MODERATELY AGGRESSIVE
  • AGGRESSIVE

Sanlam Income Optimiser

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R164 today.

Sanlam Stable Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R167 today

Satrix Stable Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R154 today

Diversified Stable Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R145 today

Sanlam Balanced Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R165 today

Diversified Balanced Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R142 today

Sanlam Wealth Builder

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R165 today

Satrix Dynamic Balanced Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R149 today

Diversified Wealth Builder

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R157 today

Sanlam Reg28 Property Equity Fund

How R100 invested in this fund grew over time, after investment fees

R100 invested in 2014 would be worth R182 today

Did you know?

The Sanlam Balanced fund has consistently outperformed the median in its category while maintaining a total investment cost well below the industry average.

Cost-effective investment strategies

The options in our Passive Fund Range allow you access to major investment markets with a total cost that is fixed and consistently amongst the lowest of local passive funds.

What does this mean over 40 years for someone saving R500 p/m with increases of 6% p.a?
You can also have access to these opportunities to grow your retirement savings today. Speak to your Sanlam financial adviser or request a new one.

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