Sanlam Short-Dated Corporate Bond Fund

Our Short Dated Corporate Fund is a global short duration corporate bond offering, with the underlying exposures across a range of developed markets.

Our investment approach offers a number of strengths – most critically short duration strategies can offer capital preservation and downside protection when interest rates or ‘risk free’ rates are rising. The fund is the fruit of our focus on corporate sector earnings visibility.

The fund is highly diversified, with a healthy spread of investments across different countries, sectors and securities, and it is multi-currency and fully FX hedged.

Environmental, Social and Governance

Whilst the fund is not marketed as an “ESG” or “sustainable” bond fund, it is managed with ESG considerations as we believe this enables us to maintain our performance whilst improving the average integrity of our portfolio companies.

As part of our ESG strategy we:

1. Watch list certain industries which screen negatively but where we have flexibility to allocate on a comparative basis
2. Allocate capital to firms that are doing the right things by ensuring their business are sustainable
3. Engage regularly with firms in our universe, which enables a deeper and more valuable understanding of our investment environment
4. Operate on a transparent basis, recognising the impact that our choices can have on society, the environment and communities.