The fund aims to outperform inflation by a margin of 4% (after annual service fees) over any rolling three-year period, while also aiming to prevent capital loss over any rolling 12-month period. The flagship fund is the Sanlam Investment Management Inflation Plus Fund, which has two objectives that are very attractive to investors looking for a smoother return profile. It is designed to offer explicit capital protection special derivative (protection) strategies, enhancing the protection of your savings and diversifying across asset classes.Why should you invest in an Absolute Return solution such as the SIM Inflation Plus Fund?The essence of the absolute return investment strategy is to achieve inflation-beating returns at reduced levels of volatility. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. A higher TER does not necessarily imply a poor return, nor does a low TER imply a good return. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Our bottom-up driven equity valuations in particular are key to determining the magnitude and timing of the protective structures we put in place. Please enable scripts and reload this page. It can invest 25% offshore, while equity exposure is limited to 40%. Our Sanlam Investment Management (SIM) Inflation Plus Fund falls under our Absolute Returns investment solution. That’s why we need this disclaimer, to tell you that past performance is not necessarily a guide to future performance, and that the value of investments/units/unit trusts may go down as well as up. SIM Inflation Plus - The fund invests in the flexible combination of investments in the equity, gilt and money markets, both locally and abroad. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Equity exposure is limited to 40%. Tactical and dynamic asset allocation is combined with explicit downside protection on our local equity component, using derivatives and other risk protection strategies to achieve the required real return target. The performance is calculated by taking into account initial and ongoing fund manager fees and assumes that you reinvested all the income earned by the fund over this period.The other line on the graph is for the performance of the designated benchmark of the fund – normally either an index or other funds in the industry that are comparable to the fund you’ve chosen.The Fund Manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate.
The performance shown by this graph happened in the past and is therefore not guaranteed to happen again in the future. Asymmetric returns are also useful in that they limit the likelihood of irrational investor behavior (selling low and buying high) by creating a smoother return experience.Natasha Narsingh, explains how the SIM Inflation Plus fund is managed.What drives me is my absolute, sheer fascination for the dynamic world of investments and for drawing on my multi-asset skillset to construct and build real investment solutions to address real financial challenges for every day people.My passion for seeking out solutions is second only to my passion for my clients and understanding their goals, their investment targets, their fears, hopes and their approach to life. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. In today’s era of volatility, uncertainty and poor returns, the world of investing often resembles a labyrinth of indecision and changing goal posts. Sanlam Investments Management Top Choice Equity Fund0860 100 266 I believe consumer education is critical and my goal is to help equip non-investment people better navigate the sometimes murky world of investments in an informed way that is simple, enabling and easy-to-understand.What is the benefit of an absolute return investment solution? The Inflation Linked Fund will be run to explicitly satisfy two important needs of investors, firstly to keep their purchasing power ahead of the cost of living, and secondly not to lose money. To ensure maximum certainty in outcomes, we use these fundamental equity valuations in combination with derivative overlays to put explicit downside protection in place. You may be trying to access this site from a secured browser on the server. Why are absolute funds well suited to volatile markets? A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty) Ltd, a registered and approved Managers in Collective Investment Schemes in Securities. Transaction Costs are a necessary cost in administering the financial product and impacts financial product returns.
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