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Products, Services & Performance

Key Information Documents


This page provides all the information required as part of the Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation.

Key Information Documents

Sanlam Portal Onshore Bond – Active Portfolios
Sanlam Portal Onshore Bond – Passive Portfolios
Sanlam Portal Onshore Bond – SRI Portfolios
Sanlam Portal Onshore Bond – Accel Income Fund
Sanlam Portal Onshore Bond – Select Fund Service
Sanlam Portal Onshore Bond – Intrinsic Portfolios
Sanlam Portal Onshore Bond – CAERUS Portfolios
Sanlam Onshore Bond – 7IM Platform

Product Guides

Sanlam Portal Onshore Bond – Key Features and Product Guide
Sanlam Onshore Bond – Product Guide

Portfolio Holdings

The links below provide a breakdown of the holdings in each portfolio:
Sanlam Active Portfolios
Sanlam Passive Portfolios
Sanlam SRI Portfolios
Sanlam Growth (Intrinsic) Portfolios
For CAERUS Portfolios please speak to CAERUS directly

Key Investor Information Document (KIID) Search Tool

Each fund held within a Sanlam Portfolio (as identified under the relevant ‘Portfolio Holdings’ link above) will have it’s own KIID. To view the individual KIIDs please use our search tool

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.