The team’s investment philosophy is based on a belief that sustainable dividend investing leads to better outcomes for all stakeholders and is underpinned by the following tenets:

  • Dividends are paramount for wealth creation.

  • Sustainability will drive future outperformance.

  • Engagement creates value by promoting improvement.

The Fund

  • Accessed via the Sanlam Global Value Fund.

  • The Sanlam Global Value Fund name and mandate will be changing to reflect the Sanlam Sustainable Global Dividend Strategy.

  • These changes will be subject to the appropriate regulatory approval.

  • A high conviction portfolio of 25-40 stocks.

  • Targets a yield above the MSCI World Index.

  • Possesses strong ESG Credentials.

Fund factsheets
Monthly performance update
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Fund supplements
Regulatory documents
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Fund KIIDs
Key investor information
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Quarterly newsletters
Fund and market updates
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Fund disclaimer

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. A table with five years performance is available in the fund factsheets below.

The fund has holdings which are denominated in currencies other than sterling and may be affected by movements in exchange rates. Consequently the value of an investment may rise or fall in line with the exchange rates.

Please agree to proceed. By doing so you agree that you have read and understood the foregoing disclaimer and confirm that you are a professional investor.

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