SEE HOW OUR PORTFOLIOS PERFORM

10-year view

Cautious

Portfolio

Conservative
Balanced Portfolio
Growth Per Year
Benchmark

10%

9%

CUMULATIVE GROWTH
BENCHMARK

200%

180%

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Our Investment Philosophy and Process

Our tried-and-tested investment philosophy, coupled with our expertise and extensive experience, ensures we can deliver what counts. Our diverse and well-balanced team of highly skilled investment professionals offers a robust combination of experience and youth to ensure we’re able to consistently deliver the long-term results you expect of your wealth partner.

The results speak for themselves. Our customised local and global equity, multi-asset and offshore portfolios have a strong record of outperformance over the long term.


Discretionary Investment Management

Sanlam Private Wealth manages a comprehensive range of multi-asset (balanced) and equity portfolios across different risk categories. Depending on your profile, we’ll select the most suitable portfolio and customise it for your requirements.


Investing Offshore

Our team of world-class professionals can design a personalised offshore investment strategy to help diversify your portfolio. You can use your personal offshore allowance to transfer your funds abroad, or you can make use of our asset swap capability.


Shariah-Compliant Investments

Our customised Shariah portfolios combine our investment expertise with the wisdom of an independent Shariah board comprising senior Ulama. Riba is avoided and the dividend is purified.

Our Shariah solution is provided only through equities and a limited core of acceptable financial instruments. These include stock (from companies that have passed a Shariah screening), exchange-traded funds (ETFs), compliant real estate investment trusts (REITs) and cash.


Outsourced Investment Services

We collaborate with third-party providers to offer collective investments, private equity, hedge funds and structured products.

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