The fund was launched in August 2018 to invest in listed securities that derive their value from underlying real assets and targets CPI +4% over a full investment cycle. Investments can be via REITs, investment trusts or specialist companies with a focus on physical assets.
 

The fund:
  • Offers attractive yields from long-term cashflows with significant inflation protection

  • Is managed by a team with proven experience in this area

  • Benefits from diversification and lower volatility than traditional equity portfolios

 

Meet the Sanlam Real Assets Team

Mike Pinggera
Mike Pinggera
Head of Multi-Strategy
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Johan Badenhorst
Johan Badenhorst
Fund Manager
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Christopher Greenland, CFA
Christopher Greenland, CFA
Fund Manager
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Andrew Tickell, CFA
Andrew Tickell, CFA
Investment Analyst
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Why invest in the fund?

  • Alternative way to invest in an illiquid asset class, normally accessed via private equity funds
  • The focus is on investments that are beneficiaries of demographic changes
  • Access specialist vehicles with a specific sector or thematic focus (e.g. renewable energy, schools, healthcare etc.)
  • Complements lead manager’s 25 years’ investing in this space
  • We invest in operational long-life assets with excellent earnings visibility and inflation linkage, which results in lower volatility than global equities.

Real assets form the foundations of any functioning economy, enabling the provision of energy, education, healthcare, food and water, shelter, transport and communications. With the world’s population growing and ageing, the strain on these services is increasing.

Historically, access has mostly stemmed from private-equity-style vehicles where investors are prepared to take a long-term holding, sacrificing liquidity for better return. Offering investors a more liquid strategy that can generate a sustainable, predictable, and secure cash flow with a low correlation to traditional investments is a compelling proposition.

The current uncertain investment backdrop of elevated inflation, higher interest rates and geopolitical concerns creates an attractive investment case. Companies with contractual inflation linkage and proven track records of self-funding and asset recycling are likely to be best placed to take advantage of the long-term tailwinds in real assets.

 

The pillars of a functioning economy

Our investments are centred around the sustainable long-term theme of pillars of a functioning economy. The focus is on investments that are key for a successful economy and beneficiaries of demographic changes.

Environmental, Social, Governance and Impact

Our underlying “pillars” theme is strongly aligned to sustainable positive impact investments. We have been active investors in real assets since 2006 and developed a process that integrates ESG and Impact factors.

Our key ESG considerations

Our focus is on investments that are key for a successful economy and beneficiaries of demographic changes.

Mike Pinggera, Fund Manager
Long term economic themes and megatrends
Learn about the long term economic themes and megatrends that define the Sanlam Real Assets Fund.

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Fund Risks

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.

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. The Fund may invest in derivatives for the purposes of efficient portfolio management and hedging only . There is a risk that losses could be made on derivative positions or that the counterparties could fail to complete on transactions. Part of the fund may invest in fixed income securities. The government or company issuer of a bond might not be able to repay either the interest or the original loan amount and therefore default on the debt. This would affect the credit rating of the bond and, in turn, the value of the fund. Investment in bonds and other debt instruments (including related derivatives) is subject to interest rate risk. If long-term interest rates rise, the value of your shares is likely to fall.

Deemed authorised and regulated by the Financial Conduct Authority. The nature and extent of consumer protections may differ from those for firms based in the UK. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. (Notes 1, 3 and 4).

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Marketing material. Issued by Salam Investments UK Limited. Authorised and regulated by the Financial Conduct Authority. Registered office: 27 Clements Lane, London, EC4N 7AE. The value of investments can go down as well as up and investors may not get back the full amount invested.

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