This combination of derivatives with a fundamental valuation underpin acts as a protective structure (or hedge) against equity market falls, aiming to achieve the highest possible rate of return (per unit of risk taken), while minimising the risk of capital losses.We operate dynamically across all asset classes, both local and offshore, including equities, nominal bonds, inflation-linked bonds, cash, listed property and derivatives, to adapt to relative market valuations.An asymmetric return profile is, at its most simplistic level, higher and more positive returns, lower and fewer negative returns – achieved through active risk management. Why are absolute funds well suited to volatile markets? Besides reducing volatility in returns, asymmetric returns are designed to preserve capital and offer downside protection.They smooth your return profile. Like everything in life, all investments can change and come with some degree of risk. The Sanlam Investment Management Inflation Plus Fund is a multi asset low equity fund which aims to deliver smooth, positive real returns (adjusted for inflation) targeting CPI +4% over a rolling three-year period. Sanlam Investments 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. It should not be considered in isolation as returns may be impacted by many other factors over time including market returns, the type of financial product, the investment decisions of the investment manager and the TER.This is the percentage of the value of the financial product that was incurred as costs relating to the investment of the financial product.When choosing a fund managed by us, you have on your side one of SA’s largest and most reputable, risk conscious investment teams, consistently meeting or exceeding our benchmarks.Sanlam Collective Investments has appointed the active manager as the responsible party for unit trust funds, catering for the full spectrum of risk profiles.Natasha Narsingh heads up the Absolute Return funds at Sanlam Investments. Please turn on JavaScript and try again. The SIM Inflation Plus Fund is a cautiously managed absolute return fund that has consistently been protecting investors from the whims of the market, while delivering attractive real returns. You may be trying to access this site from a secured browser on the server. Please enable scripts and reload this page. 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. Collective investment schemes are generally medium- to long-term investments. Forward pricing is used. The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. Yet in the current climate of increased volatility and lowered return expectations across asset classes, reaching that objective has become increasingly difficult.Following a pragmatic value-based investment philosophy, we look at relative valuations across all asset classes to support our dynamic asset allocation decisions. Transaction Costs are a necessary cost in administering the financial product and impacts financial product returns. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. Sanlam Investments Management Top Choice Equity Fund0860 100 266 Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. 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.
All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”). 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.
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