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Fact Sheets

Performance Update Fact Sheet
  • Formerly known as Sanlam Private Investments, Sanlam Private Wealth is the international private client wealth management, stockbroking and portfolio management business in the Sanlam Group
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Balanced Portfolio
  • To generate capital growth with a high equity exposure; higher long-term returns may mean significant short-term return fluctuations
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Conservative Balanced
  • To preserve capital and generate income through consistent, stable income and capital growth
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Moderate Balanced Portfolio
  • To generate capital and income growth; higher long-term returns mean there may be short-term return fluctuations
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Dividend Income Portfolio
  • Deliver a sustainable and growing income stream while maintaining capital value in real terms
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Equity Portfolio
Flexible Portfolio
  • To generate long-term capital growth by investing in local and offshore assets, the portfolio manager has complete flexibility to follow an active asset allocation strategy; short-term return fluctuations are less than for focussed equity portfolios
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Shariah Portfolio
  • Provide Shariah-compliant above-average total returns over an investment horizon of three years or more
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Technical Momentum Portfolio
Sanlam Private Wealth Equity Fund
  • Outperform the JSE All Share Index on a total return basis, over an investment horizon of three years or more
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Global Diversified Portfolio
  • The objective is to provide above-average total returns over the medium to long term. The portfolio is designed for investors looking for concentrated equity exposure through a directly held and actively managed portfolio of quality global shares.
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Global Focused Portfolio
  • The objective is to provide above-average total returns over a medium to long-term investment horizon. Volatility of portfolio returns could be high due to a combination of underlying equity volatility and the impact of foreign exchange fluctuations.
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Global Income Portfolio
  • The primary objective is to provide above-average total returns (capital plus income) over a medium to long-term investment horizon, by investing in ordinary shares listed globally.
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Sanlam Private Wealth Global High Quality Fund
  • The objective is to produce compounded total returns in excess of the MSCI World Index over the medium to long term, through a concentrated portfolio of high quality stocks, using our quantitative screening process combined with fundamental research.
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Worldwide Aggressive Equity Portfolio
  • Above average total returns (capital plus income) – also by investing offshore
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Worldwide Equity Portfolio
  • Above average total returns (capital plus income) – also by investing offshore
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