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A useful roundup of local and global market data, information and commentary to start your day off right – including equities, commodities, currencies, international indices and more.
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From podcasts to interviews with leading experts, our media library explores views, news and market commentary.
Fiduciary and tax specialist Anton Maskowitz sets out what you need to know about the 2020 Draft Taxation Laws Amendment Bill.
Senior Investment Analyst David Lerche looks at the significant performance gap between tech and ‘old economy’ stocks.
Sanlam Private Wealth fiduciary and tax experts Stanley Broun and Anton Maskowitz discuss global wealth structures, transferring wealth across borders, international estate planning considerations, tax residency and expat tax.
Sanlam Private Wealth Director of Investments Alwyn van der Merwe shares his views on the market movements of the second quarter.
Alwyn van der Merwe, Director of Investments, explains how the current market rebound compares to others in history.
Senior investment analyst David Lerche discusses listed telecom stocks Vodacom, MTN and Telkom.
Stanley Broun, head of Fiduciary and Tax, explains why South African investors with global assets will benefit from having an offshore will.
Sanlam Private Wealth Director of Investments Alwyn van der Merwe and Head of Global Equities Pieter Fourie unpack risks and opportunities in the current investment climate.
I’ll take time for economies to recover to pre-pandemic levels. Arthur Kamp, Investment Economist at Sanlam Investments, shares his views.
Investment analyst Renier de Bruyn explains how to best protect your investment portfolio against an unforeseen event such as a pandemic.
Sanlam Private Wealth Director of Investments Alwyn van der Merwe answers the most pressing questions investors are grappling with amid the ongoing COVID-19 crisis.
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Sanlam Private Wealth (Pty) Ltd, registration number 2000/023234/07, is a licensed Financial Services Provider (FSP 37473), a registered Credit Provider (NCRCP1867) and a member of the Johannesburg Stock Exchange (‘SPW’).
MANDATORY DISCLOSURE
All reasonable steps have been taken to ensure that the information on this website is accurate. The information does not constitute financial advice as contemplated in terms of FAIS. Professional financial advice should always be sought before making an investment decision.
INVESTMENT PORTFOLIOS
Participation in Sanlam Private Wealth Portfolios is a medium to long-term investment. The value of portfolios is subject to fluctuation and past performance is not a guide to future performance. Calculations are based on a lump sum investment with gross income reinvested on the ex-dividend date. The net of fee calculation assumes a 1.15% annual management charge and total trading costs of 1% (both inclusive of VAT) on the actual portfolio turnover. Actual investment performance will differ based on the fees applicable, the actual investment date and the date of reinvestment of income. A schedule of fees and maximum commissions is available upon request.
COLLECTIVE INVESTMENT SCHEMES
The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium to long-term investments. Past performance is not a guide to future performance, and the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available on request from the manager, Sanlam Collective Investments (RF) Pty Ltd, a registered and approved manager in collective investment schemes in securities (‘Manager’).
Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The manager does not provide any guarantee either with respect to the capital or the return of a portfolio. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in a portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of a portfolio and an investor will differ depending on the initial fees applicable, the actual investment date, date of reinvestment of income and dividend withholding tax. Forward pricing is used.
The performance of portfolios depend on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-dividend date. Portfolios may invest in other unit trusts which levy their own fees and may result is a higher fee structure for Sanlam Private Wealth’s portfolios.
All portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No. 45 of 2002. Funds may from time to time invest in foreign countries and may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The manager may close any portfolio to new investors in order to ensure efficient management according to applicable mandates.
The management of portfolios may be outsourced to financial services providers authorised in terms of FAIS.
TREATING CUSTOMERS FAIRLY (TCF)
As a business, Sanlam Private Wealth is committed to the principles of TCF, practicing a specific business philosophy that is based on client-centricity and treating customers fairly. Clients can be confident that TCF is central to what Sanlam Private Wealth does and can be reassured that Sanlam Private Wealth has a holistic wealth management product offering that is tailored to clients’ needs, and service that is of a professional standard.