Insights
17 March 2020
Whilst not insulated from the downturn, the Sanlam Real Assets Fund has displayed resilience during the current downturn.
Insights
04 March 2020
The stocks of travel companies such as Intercontinental Hotels Group (IHG) have been significantly impacted as a result of mounting fears over the spread of the coronavirus. However, fund manager Andrew Evans believes that investors should focus on the long term and that IHG is well-positioned for the future.
Insights
03 March 2020
Real assets behave in distinctive ways, and they won’t all share the same characteristics. Accordingly, investors looking to manage risk over the long term may wish to focus on those that generate stable, predictable cash flows that can increase with inflation and help to manage risk over the longer term.
News
24 February 2020
The Alpha Manager rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history.
Insights
27 January 2020
By 2025, nearly a quarter of global GDP is estimated to come from digital technologies such as artificial intelligence and cloud computing. Companies need to embrace new technology or become obsolete. Welcome to the fourth industrial revolution!
News
08 October 2019
As an extension of Sanlam’s long-only value product, our newly inaugurated absolute return fund will target positive returns over the medium-to-longer term in all market conditions with a low correlation to traditional market indices.
Insights
03 October 2019
In this article Chris Greenland, a fund manager on the Sanlam Real Assets Fund, explains why he believes student accommodation offers a compelling investment opportunity.
Insights
24 September 2019
Beset with tightening margins and decelerating economic growth, many companies are grappling to deliver on earnings expectations. We place emphasis on selecting stocks of companies that can execute their business plans irrespective of the economic uncertainty.
Insights
21 August 2019
Managed by Mike Pinggera and his team, the Fund was launched in response to demand from existing investors for increased exposure to real assets; a key component of the award winning Sanlam Multi-Strategy Fund since its launch in 2013.