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Funds

Insights
There’s no doubt that recent events will take their toll on all our finances in one way or another. But for those nearing or in retirement, it may have a bigger impact than most. With pension funds hit by the recent market crash, and the global economic outlook increasingly uncertain, retirees might find themselves relying on more than just their pension savings to finance their retirement.
Service
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
Insights
Recently, there have been a number of fund suspensions in the UK property sector because the Covid-19 virus has impacted the independent valuers’ ability to value UK property held as underlying investments in the funds.
News
Sanlam Investment and Pensions (SIP) have taken the decision to temporarily suspend the SIP Property Fund as of the 14th August, the fund remains suspended.
News
Almost half of Britons (46%) are planning to get their finances in order as a direct result of the current Coronavirus pandemic, according to a survey by Sanlam.
Service
Sanlam helps you think about your finances before you get married and put in place a plan to secure your financial future together.
Service
Sanlam’s range of risk-rated model portfolios comes in three approaches – actively managed, index and socially responsible models.
Insights
Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.
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The value of investments and any income from them can fall and you may get back less than you invested.