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
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This infographic helps you position the fund with your client.
A fund that pounds the risk out of every round.
All the facts and figures relating to the fund.
For an overview of Sanlam Investment Management’s house view, which is deployed for this fund, download the Investment Strategy document here.