Third consecutive win in the category
Finalists in three categories: High Growth, Cautious and Defensive
Sanlam UK, part of the international financial services group Sanlam Ltd, last night scooped the High Growth Portfolio Performance award for its Sanlam Global Equity capability at the annual Private Asset Management (PAM) awards.
The awards have recognised excellence in the UK wealth management sector for more than 20 years and are widely regarded as one of the industry’s most prestigious awards. Entries were judged by a panel of leading independent experts from across the private client advisory and related professions, and recognise the consistency of both investment performance and client service levels.
Sanlam’s Global High Quality Fund was shortlisted against finalists, Stonehage Fleming Investment Management, Tilney Group, Veritas Investment Management and Melville Douglas, and was recognised for its consistent outperformance against its peer group on a risk-adjusted basis.
The fund, managed by Pieter Fourie, is an actively managed, unconstrained global equity portfolio with a high-quality bias. It is high conviction and benchmark agnostic, though with a strict valuation disciple and seeks to invest in companies with predictable revenue growth that produce sustainable economic value.
Penny Lovell, CEO of Sanlam’s Private Wealth division, said: “We are immensely proud to have won the High Growth Portfolio Performance award at this year’s PAM awards. To win this for the third year running reflects our commitment to delivering consistently strong outcomes for clients over the long-term. Sanlam’s robust investment credentials are complemented by a service-led proposition delivered by our national team portfolio managers, financial planners, business development team and administrators.
“We remain committed preserving and growing our clients’ wealth, providing current and future high net worth clients with the expertise needed to meet their investment goals for now and in the future.”
Sanlam Private Wealth is part of Sanlam Limited, an international AA-rated financial services group with a listing on the Johannesburg Stock Exchange and a market capitalisation of £10.2 billion.