15years melville du plessis yield fixed interest ... · city of london wealth management awards...
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OUTPERFORM CASH OVER THE MID-TO-LONG TERM.
STABLE, CONSISTENT RETURNS.
CONSISTENTLY OUTPERFORMS PEERS.
COMPETITIVE MANAGEMENT FEE.
QUALIFIES AS A TAX FREE INVESTMENT.
OFFERS STABILITY, ENABLING REGULAR INCOME WITHDRAWAL.
KEY BENEFITS6
In volatile times, this strategy offers investors stable and consistent returns.
STRATEGY AIMAIM
OF INVESTING IN THIS STRATEGY BASED ON PAST PERFORMANCE.
PORTFOLIO MANAGERMELVILLE DU PLESSISFIXED INTEREST PORTFOLIOS
THE TEAM Investment decisions are made by leveraging off the entire Fixed Interest team’s capabilities and skill set, in addition to the broader active management investment team. The portfolio manager is supported by the comprehensive credit capabilities of the Sanlam Group, and dealing desk team.
WHO SHOULD INVEST?
Investors looking to protect their capital while aiming to get a higher income return than from a money market fund or 32 day bank savings account.
An investor who has a time horizon of 6 months to 1 year.
Investors who are drawing a regular income and require a stable fund.
ENHANCED
YIELD FUND
Sanlam Investment Management
STRATEGY 1 This strategy aims to enhance
yield by investing in a blend of floating rate note and credit instruments in a range of maturities.
2This strategy invests across a wide range of debt instruments including coporate bonds.
3 The strategy may invest in derivatives to achieve its investment objective.
THIS STRATEGY AIMS TO OFFER RETURNS ABOVE
CASH
Experience: 15years MSc (Finance)FRM, CFA, CAIA
Fund Category: SA Interest Bearing Short Term
Investable Assets: Local: Cash, Government Bonds, Corporate Bonds, Inflation Linked Bonds
Inception Date: 03-May-2011
Risk Profile: Conservative
Benchmark: STeFI + 0.5% p.a
SIM Enhanced Yield Fund details:
Active Management Core Range Potential Risk/Return (%)
AggressiveModerate
SIM Enhanced Yield Fund
SIM Active Income Fund
SIM General Equity FundSIM Balanced Fund
SIM Top Choice Equity Fund
Conservative
Pote
ntia
l Ret
urn
(%) SIM Inflation Plus Fund
Potential Risk (%)
SIM Medium Equity Fund
Source: Sanlam Investments, 2020
Source: Sanlam Investments, 2020
Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”). Sanlam Collective Investments (RF) (Pty) Ltd is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. A schedule of fees can be obtained from the Manager. This is a multi-asset, income fund. The Retail class is the most expensive class offered by the Manager. Maximum Fund charges include (incl. VAT): Initial advice fee (MAX), 0.34%. Initial manager fee, N/A. Annual advice fee (MAX), 1.15%. Annual manager fee, 0.48%. Total expense ratio (TER), 0.49%. For more information visit www.sanlaminvestments.com. The fund is exposed to equities, which means prices will go up and down. SIM stands for Sanlam Investment Management. Full details on the basis of the award is available from the Manager. Please refer to the fund’s Minimum Disclosure Document (MDD) to view more information.
Sanlam Investments awardsOur business is built on a legacy of trust, which is why at Sanlam Investmentswe’re driven to deliver results
2016Raging Bull Award CertificateSanlam Investment Management Small Cap FundSanlam Investment Management Industrial FundSanlam Global Balanced Fund of FundsSanlam Global Cautious Fund of FundsSanlam Global Bond FundABSIP Financial Services Sector AwardsMulti Asset Fund Manager of the Year, Natasha NarsinghAfrican FinTech AwardsSatrixNow and EasyEquitiesImbasa Yegolide AwardEquities Manager of the YearIntellidex Top Private Banks and Wealth Manager Survey Sanlam Private Wealth (Top Wealth Manager)
Raging Bull Award CertificateSanlam Investment Management Enhanced Yield Fund Sanlam Global Property FundRaging Bull AwardSanlam Multi-Managed Conservative Fund of Funds FE Alpha Manager awardsSalam Global High Quality FundPAM awardsInvestment performance: High Growth Portfolios’ awardsSALTA AwardsSatrix RESI ETF (Best Trading Efficiency)Satrix RESI ETF (Best Total Return)Satrix ManagersSRP Africa AwardsBest ETF House (Africa)
2019
Lipper Award (UK) 2013Sanlam Investment Management Global Financial A Fund (USD)Investment WeekFund Manager of the Year (Category: Financials), Kokkie Kooyman
2013
Raging Bull Award CertificateSanlam Investment Management Enhanced Yield FundIntellidex Top Private Banks and Wealth Manager Survey Sanlam Private Wealth (Top Wealth Manager)
2015
Raging Bull Award CertificateSanlam Investment Management Enhanced Yield FundSanlam Investment Management Small Cap FundSanlam International Investment Partners India Opportunities FundInvestment Week Fund Manager of the Year(Category: Strategic Bond, Fund: Sanlam Strategic Bond Fund), Craig VeyseyCity of London Wealth Management AwardsSanlam Private Wealth’s Global High Quality FundMorningstarSanlam Strategic Bond FundAfrican FinTech AwardsSatrixNow and EasyEquities
2017
2012Raging Bull AwardSanlam Investment Management GlobalBest Ideas Feeder FundMorning Star AwardSanlam Investment Management Global Financial FundInvestment WeekFund Manager of the Year (Category: Financials), Kokkie Kooyman
2014Raging Bull Award CertificateSanlam Investment ManagementIndustrial FundHedgeNews Africa AwardsBlue Ink Fixed Income Arbitrage Fund
2018
Thomson Reuters Lipper AwardsSanlam Global High Quality FundSanlam Strategic Bond FundPrivate Asset Managers(PAM) Awards Sanlam Global High Quality FundFinancial Express AwardsSanlam Strategic Bond Fund:Best FundInvestors Choice AwardsSanlam Global High Quality FundCity of London Wealth Management AwardsSanlam Global High Quality FundInvestment Week Fund Manager of the Year(Category: Absolute Return Multi-Asset, Fund: Sanlam FOUR Multi-Strategy Fund), Mike PinggeraRaging Bull Award CertificateSanlam Investment Management Enhanced Yield Fund Sanlam Global Property FundFund Manager of the Year AwardsSanlam Strategic Bond Fund Sanlam Multi-Strategy Fund Wealth Briefing European Awards Fund Manager WinnerPensions Advisor of the YearSALTA AwardsSatrix RESI ETFSatrix FINI ETF
2020SALTA AwardsSatrix 40 ETF (People’s Choice)Satrix INDI ETF (Best Total Return Performance)Satrix RESI ETF (Best Total Return Performance)Satrix RESI ETF (Best Trading Efficiency)Satrix 40 ETF (Best Capital Raising)Satrix Managers (Best ETF Issuer for Capital Raising)
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