Factsheets, KIIDs, commentaries, updates and regulatory documents
Key literature Factsheet Quarterly update Please note, commentary on this Fund is only available on a quarterly basis.
KIIDs Sanlam Active UK Fund – Class B (GBP) KIID Sanlam Active UK Fund – Class B (USD) KIID Sanlam Active UK Fund – Class C (GBP) KIID Sanlam Active UK Fund – Class D (GBP) KIID Sanlam Active UK Fund – Class I (GBP) KIID Regulatory Fund Supplement Excess Reportable Income Report Assessment of Value Investment forms Application form Dealing form
Key Literature Factsheet Quarterly Update Please note, commentary on this Fund is only available on a quarterly basis. KIIDs Sanlam Asia Pacific Artificial Intelligence Fund - Class I USD Hedged Sanlam Asia Pacific Artificial Intelligence Fund - Class I2 CHF Hedged Sanlam Asia Pacific Artificial Intelligence Fund - Class I2 EUR Hedged Sanlam Asia Pacific Artificial Intelligence Fund - Class I2 GBP Sanlam Asia Pacific Artificial Intelligence Fund - Class I2 USD Hedged Sanlam Asia Pacific Artificial Intelligence Fund - Class I2 USD Unhedged Sanlam Asia Pacific Artificial Intelligence Fund - Class IS1 GBP Sanlam Asia Pacific Artificial Intelligence Fund - Class IS1 USD Unhedged Sanlam Asia Pacific Artificial Intelligence Fund - Class IS2 USD Hedged Sanlam Asia Pacific Artificial Intelligence Fund - Class IS3 USD Hedged Regulatory Fund Prospectus Fund Supplement UK Country Supplement Assessment of Value Investment forms Application form Dealing form
Key literature Factsheet Monthly commentary Where the month falls on a quarter-end date, only a quarterly update will be provided. Quarterly update Quarterly Review Video KIIDs Sanlam Credit Fund - A GBP Accumulation KIID Sanlam Credit Fund - B GBP Income KIID Sanlam Credit Fund - C USD Income KIID Sanlam Credit Fund - E USD Accumulation KIID Sanlam Credit Fund - F EUR Accumulation KIID Sanlam Credit Fund - SB USD Accumulation KIID PRIIPs KIDs Documentation available here Regulatory Fund Prospectus Excess Reportable Income Report 2022 Investor Level Equalisation 2022 Tideway Interim Accounts Tideway Annual Accounts Assessment of Value Investment forms Application form
Key literature Fund Factsheet (GBP) Fund Factsheet (USD) Monthly Commentary Where the month falls on a quarter-end date, only a quarterly update will be provided. Monthly Strategy Performance Report (Net of fees, for illustrative purposes only.) Quarterly Update Quarterly Review Video KIIDs I GBP Base Acc I USD Unhedged Acc I2 CHF Hedged Acc I2 EUR Hedged Acc I2 EUR Unhedged Acc I2 GBP Base Acc I2 USD Hedged Acc I2 USD Unhedged Acc IS2 USD Hedged Acc I3 CHF Unhedged Acc PRIIPs KIDs Documentation available here Regulatory Excess Reportable Income Report (December 2020) Excess Reportable Income Report (June 2022) Financial Statement Fund Prospectus Fund Supplement UK Country Supplement Assessment of Value Investment forms Application Form Dealing Form
Key literature Fund Factsheet (GBP) Fund Factsheet (USD) Monthly Commentary Monthly Strategy Performance Report (Net of fees, for illustrative purposes only.) Quarterly Update Quarterly Review Video KIIDs Sanlam Global High Quality Fund - Class A Acc (GBP) Sanlam Global High Quality Fund - Class A Acc (USD) Hedged Sanlam Global High Quality Fund - Class C Inc (GBP) Sanlam Global High Quality Fund - Class C Acc (GBP) Sanlam Global High Quality Fund - Class E Acc (USD) Sanlam Global High Quality Fund - Class E Inc (USD) Sanlam Global High Quality Fund - Class I Acc (GBP) Sanlam Global High Quality Fund - Class I Acc (USD) Hedged Sanlam Global High Quality Fund - Class I Inc (GBP) PRIIPs KIDs Documentation available here Regulatory Fund Supplement Excess Reportable Income Report Assessment of Value Assessment of Value (Australia) Investment forms Application form Dealing form
Key literature Factsheet Quarterly update Please note, commentary on this Fund is only available on a quarterly basis. Quarterly Review Video KIIDs I GBP Base Inc I GBP Base Acc I EUR Hedged Inc I USD Hedged Inc I2 GBP Base Acc IS2 USD Hedged Acc IS4 USD Hedged Acc IS5 USD Hedged Acc Regulatory Excess Reportable Income Report (December 2020) Excess Reportable Income Report (June 2022) Financial Statement Fund Prospectus Fund Supplement UK Country Supplement Assessment of Value Investment forms Application Form Dealing Form
Key literature Fund Factsheet Monthly Commentary Monthly Strategy Performance Report (Net of fees, for illustrative purposes only.) Quarterly Update Quarterly Review Video KIIDs Sanlam Multi-Strategy Fund - Class I1 CHF Hedged Inc Sanlam Multi-Strategy Fund - Class I1 EUR Hedged Inc Sanlam Multi-Strategy Fund - Class I1 GBP Base Acc Sanlam Multi-Strategy Fund - Class I1 GBP Base Inc Sanlam Multi-Strategy Fund - Class I2 CHF Hedged Acc Sanlam Multi-Strategy Fund - Class I2 EUR Hedged Acc Sanlam Multi-Strategy Fund - Class I2 GBP Base Acc Sanlam Multi-Strategy Fund - Class I2 GBP Base Inc Sanlam Multi-Strategy Fund - Class I2 USD Hedged Acc Sanlam Multi-Strategy Fund - Class I2 USD Unhedged Acc Sanlam Multi-Strategy Fund - Class I3 USD Hedged Acc Sanlam Multi-Strategy Fund - Class IS1 USD Hedged Acc Sanlam Multi-Strategy Fund - Class R2 USD Hedged Acc Sanlam Multi-Strategy Fund - Class R5 USD Hedged Acc Sanlam Multi-Strategy Fund - Class SR Hedged USD Sanlam Multi-Strategy Fund - Class Z GBP Base Acc Sanlam Multi-Strategy Fund - Class Z USD Hedged Acc Sanlam Multi-Strategy Fund - Class Z1 GBP Base Inc PRIIPs KIDs Documentation available here Regulatory Fund Supplement Fund Prospectus Excess Reportable Income Report Assessment of Value Investment forms Application form Dealing form
Key literature Fund Factsheet Monthly Commentary Monthly Strategy Performance Report (Net of fees, for illustrative purposes only.) Quarterly Update Quarterly Review Video KIIDs Sanlam Real Assets Fund - Class DH Distribution USD Sanlam Real Assets Fund - Class SI Accumulation USD Sanlam Real Assets Fund - Class SR Accumulation USD Sanlam Real Assets Fund - Class SBH Accumulation USD Shares Sanlam Real Assets Fund - Class SI Accumulation Sterling Shares Sanlam Real Assets Fund - Class SR Accumulation Sterling Shares Sanlam Real Assets Fund - Class A Accumulation Sterling Shares Sanlam Real Assets Fund - Class A Distribution Sterling Sanlam Real Assets Fund - Class A2H Accumulation USD Shares Sanlam Real Assets Fund - Class AH Accumulation CHF Shares Sanlam Real Assets Fund - Class AH Accumulation Euro Shares Sanlam Real Assets Fund - Class B Accumulation Sterling Sanlam Real Assets Fund - Class D Accumulation Sterling Shares Sanlam Real Assets Fund - Class D Distribution Sterling Sanlam Real Assets Fund - Class I2H Accumulation USD Shares Sanlam Real Assets Fund - Class L2H Accumulation USD Shares PRIIPs KIDs Documentation available here Regulatory Fund Supplement Excess Reportable Income Report Assessment of Value Assessment of Value (Australia) Investment forms Application form Dealing form
Key literature Factsheet Quarterly update Please note, commentary on this Fund is only available on a quarterly basis. KIIDs I1 EUR Hedged Inc I1 GBP Inc I1 USD Hedged Inc I3 GBP Inc Regulatory Excess Reportable Income Report (December 2020) Excess Reportable Income Report (June 2022) Financial Statement Fund Prospectus Fund Supplement UK Country Supplement Assessment of Value Investment forms Application Form Dealing Form
Key literature Factsheet Monthly commentary Quarterly Update Quarterly Review Video KIIDs Sanlam Sustainable Global Dividend Fund - Class I1 GBP Unhedged Sanlam Sustainable Global Dividend Fund - Class I1 USD Sanlam Sustainable Global Dividend Fund - Class I2 GBP Unhedged Sanlam Sustainable Global Dividend Fund - Class I2 USD Sanlam Sustainable Global Dividend Fund - Class I2 EUR Unhedged Sanlam Sustainable Global Dividend Fund - Class IS1 USD Sanlam Sustainable Global Dividend Fund - Class IS2 USD Sanlam Sustainable Global Dividend Fund - Class IS4 USD Sanlam Sustainable Global Dividend Fund - Class R GBP Unhedged Sanlam Sustainable Global Dividend Fund - Class R GBP Unhedged Inc Sanlam Sustainable Global Dividend Fund - Class Z USD Sanlam Sustainable Global Dividend Fund - Class Z1 GBP Unhedged Regulatory Fund Supplement Excess Reportable Income Report Assessment of Value Investment forms Application form Dealing form
Factsheet Regulatory Assessment of Value
Key literature Factsheet Quarterly update Please note, commentary on this Fund is only available on a quarterly basis. KIIDs SVS Sanlam European Equity Fund - B Inc SVS Sanlam European Equity Fund - Z Inc Regulatory Fund Prospectus Interim Report Investment forms Application form
Key literature Factsheet KIIDs SVS Sanlam Fixed Interest Fund - B Acc & Inc SVS Sanlam Fixed Interest Fund - Z Inc Regulatory Fund Prospectus Annual Report Investment forms Application form
Key literature Factsheet Monthly commentary KIIDs SVS Global Gold and Resources Fund - B Inc Regulatory Fund Prospectus Investment forms Application form
Key literature Factsheet Monthly commentary Where the month falls on a quarter-end date, only a quarterly update will be provided. Quarterly update KIIDs SVS Sanlam North American Equity Fund - B Inc SVS Sanlam North American Equity Fund - C Inc USD SVS Sanlam North American Equity Fund - X Inc SVS Sanlam North American Equity Fund - Z Inc Regulatory Fund Prospectus Annual report Investment forms Application form
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