08 October 2019
Sanlam Investments launches US Absolute Return Fund
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.
03 October 2019
The longer-term return in student accommodation
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.
24 September 2019
The Risks of Mistaking Momentum Investing for Quality Investing
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.
21 August 2019
Sanlam Real Assets Fund Celebrates First Birthday
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.
30 July 2019
Sanlam Investments selects Sustainalytics’ ESG research and ratings to strengthen its investment research
Sanlam Investments today announced it has chosen Sustainalytics, a leading global provider of ESG research and ratings, to help enhance its investment capabilities in the UK and South Africa. Globally, there is an increased awareness of sustainable investing.
26 July 2019
Global gaming – Call of Opportunity!
Global gaming is no longer child’s play but rather a serious investment opportunity.
03 July 2019
The investment opportunity in sun, wind and waste
As the world wakes up to the long-term challenge of energy production and distribution, so opportunities arise. Here, we discuss why renewable energy investments now make up 30% of the Sanlam Real Assets Fund, and why they will continue to make a very compelling investment case.
20 June 2019
Investing for growth: how to Brexit and Corbyn-proof your portfolio
How do you tackle political risk in portfolios?
10 June 2019
Hiding in plain sight!
Sometimes the investment opportunity lies right before our eyes but only those willing to dig beneath the surface will be able to capitalise on it.