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Launched in April 2009 the Fund seeks to provide income and ready access to capital by investing in Sterling, Euro and Dollar corporate bonds of no more than six years’ maturity.

The fund

  • A pioneer in the short dated universe in the aftermath of the global financial crisis.

  • Seeks to balance interest rate, credit and liquidity risks judiciously.

  • Managed by a highly experienced team.

Meet the Sanlam Fixed Interest Team

Why invest in the fund?

  • Short duration approach means low sensitivity to wider bond market volatility or fears of inflation 
  • Team has extensive experience across the credit market with complementary skills throughout the team. French flair and a battle-hardened Brit!
  • Sentiment towards Financials remain poor after the Global Financial Crisis. Our extensive knowledge and research identifies significant opportunities in what is more of a ‘utility like’ sector
  • Sanlam’s position as a recognised expert in credit means that we have good access to the primary (new issues) market – where demand exceeds supply
  • Transparency and scalability of our process – no leverage, CoCos (Contingent Convertible Securities), derivatives, structured products or equities.

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.

We have excellent access to the primary (new issues) market – where demand exceeds supply

Darren Reece, Fund Manager
Explore the details
A portfolio of primarily investment-grade short dated corporate bonds.
Read the latest factsheet

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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 invests in short-dated bonds. Investment in bonds and other debt instruments is subject to interest rate risk and credit ratings. 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.  If long-term interest rates rise, the value of your shares is likely to fall. Exchange rate changes may cause the value of investments to go down as well as up.

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