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What's New

What's New?

April 2015

 

Best in Show...

At the recent City of London Wealth Management Awards Craig Veysey at Sanlam Private Wealth picked up the award for Best Fund for his Strategic Bond Fund. The fund has shown great performance over the last 15 months showing no drawdowns over that period and has performed well against its industry peers:


The fund focuses on investment in a global bond portfolio of mainly investment grade debt securities in corporate and core developed government bond markets. It may also opportunistically invest in high yield and emerging markets should the risk/reward be attractive. The income generated can either reinvested or distributed on a monthly basis.

The Strategic Bond Fund is available through both the Sanlam Specialist range and the Sanlam Portal, as well as external platforms and providers so please get in touch to discuss how it may form part of your clients financial planning. You can also find full details of the fund here.

5 Stars…


Our OneSipp was recently awarded a 5 Star ranking by Defaqto. At a time when capital adequacy is becoming an increasingly important issue for SIPP providers it’s good to have this stamp of approval. If you would like to find out more about the Sanlam OneSIPP please click here, or alternately you can see an overview of our Specialist Range (which includes the OneSIPP) by clicking here.

Making the right noises…


The Living Group recently published its report on digital marketing in the UK and we were very pleased to see that Sanlam was not only ranked No.1 for digital presence and frequency but also ranked highly for quality of content and speed of response. If you use Social Media and would like to keep up to date with everything we do and all our news and views please follow us by clicking on appropriate icons on this page.

In good company…


Our Employee Benefits team was recently shortlisted in the Money Marketing Awards Best Auto-Enrolment Solution category. Elliott Silk and his team are gaining a reputation for great service and delivery and increasingly provide solutions to advisory firms looking to outsource employee benefits work. If you’d like further information on that please get in touch.

And finally…


We are delighted to announce the launch of Sanlam’s Go Dad Run 2015, the series of 5km fun runs for men and boys in support of Prostate Cancer UK. Go Dad Run was launched by Olympian Colin Jackson in 2013 and, as the only event of its kind in the UK supporting men’s health issues is rapidly gaining popularity and support all over the country. All events will take place on or around Father’s Day and full details of all the events in London, Bristol, Cardiff, Worcester, Warrington and North Wales can be found at www.godadrun.co.uk.

Please support and get involved where you can. As we say in Bristol “it’s time to dig out your daps and run with the chaps…”. 

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.