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Cautious does not mean poor performance

At Sanlam Investments, we believe there’s a time to be bold and a time to be cautious.
Knowing when to be which is what makes us Wealthsmiths™.

Take our Balanced Fund, for example: it’s where we risk less to gain more for our clients and adopt a consciously cautious approach to managing their money. The power of this restraint has been proven time and again, with our Balanced Fund consistently outperforming the category average* and inflation over the past three, five, seven and ten years.

*SA Multi Asset High Equity category average

Quaniet Richards enters the boxing ring to show us why this is a knock-out fund

Client Positioning Infographic

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A fund that pounds the risk out of every round.
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Minimum Disclosure Document

All the facts and figures relating to the fund.
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Investment Strategy Document

For an overview of Sanlam Investment Management’s house view, which is deployed for this fund, download the
Investment Strategy document here.
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Name Landline Cellphone Title Segment
Richard Bray 021 950 2622 082 880 7682 Account Manager Sanlam financial advisers
Robynne Edwards   083 543 2752 Account Manager Independent financial advisers
Ruan Uys   076 744 8206 Account Manager Independent financial advisers
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Helgard Muller 012 470 0233 083 663 3655 Account Manager Independent financial advisers
Jan Botha 012 470 0431 082 452 8238 Account Manager Independent financial advisers
Rudolf Prins 012 470 0230 082 325 0641 Account Manager Sanlam financial advisers
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Lindie Rudman 041 392 5283 082 883 3557 Account Manager Sanlam and Independent financial advisers
Name Landline Cellphone Title Segment
Barbara Erni 031 560 3634 083 460 4201 Account Manager Independent financial advisers
Michelle Bruin 031 300 0675 083 628 9036 Account Manager Sanlam financial advisers
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