There are a variety of reasons people choose to invest with Sanlam. Many invest with us because they are looking to ensure a secure financial future for themselves and their families.

Whatever your reason for starting to invest, we can guide you on your investment journey, from your first steps and beyond.
 

Why invest with Sanlam?


Understanding what’s important to you is at the heart of the portfolio we will build. One of our expert wealth planners will meet you for a discussion where you can tell us about your financial situation, priorities, life goals and attitude to risk. This enables us to choose the most appropriate strategy for your individual needs.

We provide investment management solutions to a wide range of investors from individuals and couples to large families with assets held in different structures, including pensions and trusts as well as settlements of all kinds. They are attracted to the combination of our investment skills, high standards of service and effective communication.

Communication is very important to us and we will provide you with information about your investments that is timely and well-presented. You will receive regular portfolio valuations that are clear and transparent, and you can access your account online.
 

Investing for the first time
 

There are many things for you, and your investment manager, to think about when you’re new to investing. We take time to discuss your current situation, financial goals and risk appetite.

Some of the things to consider as you start your investment journey include:

  • Emergency fund

    Do you have an emergency fund in place? We advise our clients to save the equivalent of three months’ income as a cash bumper to cover emergencies.

  • Risk tolerance

    How much “tolerance” do you have to investment volatility? When assessing your risk rating, we’ll consider your risk tolerance, capacity for loss, investment objectives, and your knowledge and experience of investing.

  • Ethical investing

    Our investment management team can tailor your strategy to any ethical considerations you would like reflected in your portfolio.

  • Variety of investment products

    Whether you are looking to save regularly or have a cash lump sum, we can provide you with the most appropriate solution for your individual needs.


 
Managing your portfolio
 

We believe in managing diversified portfolios that offer access to the broadest set of investment opportunities across all asset classes and global regions. Through an active approach, we are able to navigate the ever-changing market conditions in the world economy and adapt to the shifting investment environment.

Sanlam has a strong investment culture with a clearly defined philosophy and process. When building your portfolio, we draw on the firm’s extensive resources and expertise, with experienced teams working across asset allocation, investment selection and risk management.

All investment decisions are based on rigorous evidence-based research to give you peace of mind. Investing isn't just about choosing the right companies but paying the right price for them.

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The value of investments and any income from them can fall and you may get back less than you invested.