Sanlam Real Assets Fund - Fund Update

Sanlam Real Assets Fund - Fund Update

Whilst not insulated from the downturn, the Sanlam Real Assets Fund has displayed resilience during the current downturn.
Why the long term matters more than the short term

Why the long term matters more than the short term

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.
Real assets: A real alternative

Real assets: A real alternative

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.
Pieter Fourie awarded Alpha Manager rating for a second year in a row

Pieter Fourie awarded Alpha Manager rating for a second year in a row

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.
The digital economy and fourth industrial revolution

The digital economy and fourth industrial revolution

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!
Sanlam Investments launches US Absolute Return Fund

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.
The longer-term return in student accommodation

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.
The Risks of Mistaking Momentum Investing for Quality Investing

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.
Sanlam Real Assets Fund Celebrates First Birthday

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.
Sanlam Investments selects Sustainalytics’ ESG research and ratings to strengthen its investment research

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.
Global gaming – Call of Opportunity!

Global gaming – Call of Opportunity!

Global gaming is no longer child’s play but rather a serious investment opportunity.
The investment opportunity in sun, wind and waste

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.
Investing for growth: how to Brexit and Corbyn-proof your portfolio

Investing for growth: how to Brexit and Corbyn-proof your portfolio

How do you tackle political risk in portfolios?
Hiding in plain sight!

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.
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