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Sanlam
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About
About
Why Choose Us
Leadership Team
What We Offer
What We Offer
Investment Management
Fiduciary and Tax
Wealth Management
Credit Lending
Stockbroking and Derivatives Trading
Resources
Resources
Fact Sheets
Brochures
Contact
Contact
Corporate Office
Regional Offices
Fiduciary and Tax
Mauritius
Login
Worldwide
South Africa
South Africa Home
Sanlam Investments
Sanlam Private Wealth
Glacier by Sanlam
Sanlam BlueStar
Rest of Africa
Sanlam Namibia
Sanlam Mozambique
Sanlam Tanzania
Sanlam Uganda
Sanlam Swaziland
Sanlam Kenya
Sanlam Zambia
Sanlam Private Wealth Mauritius
Europe
Sanlam UK
Sanlam Private Wealth UK
Sanlam Securities UK
Sanlam Four
Sanlam Asset Management Ireland
Global
Global Investment Solutions
Investor Relations
Search
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021 950 2770
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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
Above average total returns (capital plus income)
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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
Capital growth
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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 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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Sanlam Private Wealth Global High Quality Feeder Fund
The Feeder Fund aims to provide capital growth over the long term by investing in the Sanlam Global High Quality Fund.
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