Market Research Report: Sanlam Investments UK

Company Overview

• Name: Sanlam Investments UK

• Mission of the Company: "Live with confidence" – Empowering clients through innovative investment products and long-term strategies.

• Founded: Sanlam has been operating in the UK since 1996.

• Key People:

• Chris Rodgers - Head of Investment & Risk

• Mike Pinggera - Head of Multi-Strategy

• Haydn Franckeiss - CEO

• Headquarters: 27 Clements Lane, London, EC4N 7AE.

• Number of Employees: No information available.

• Revenue: No information available.

• What is the Company Known For: Sanlam Investments UK is known for its differentiated, specialist funds, combining boutique asset management ethos with the strength of one of Africa's largest asset managers.

Products

Equities

1. Sanlam Global Artificial Intelligence Fund

• Description: Invests in companies using AI for significant business advantages.

• Key Features:

• High conviction, growth-focused portfolio.

• 35-40 holdings with no benchmark.

• Proprietary AI system (Orbit) for stock selection.

• Aims to provide exposure to sectors benefitting from AI.

2. Sanlam Global High Quality Fund

• Description: Focuses on high-quality global companies at reasonable valuations.

• Key Features:

• Managed by an award-winning team since 2014.

• High conviction in 25–35 holdings.

• Long-term capital growth focus.

3. Sanlam Active UK Fund

• Description: A high-quality UK equities portfolio with a buy-and-hold approach.

• Key Features:

• Concentrated portfolio with structural growth opportunities.

• Long-term investment horizon.

4. Sanlam Asia Pacific Artificial Intelligence Fund

• Description: Exposure to AI-driven companies in the Asia Pacific region.

• Key Features:

• Managed by the team behind the Global AI Fund.

• High-conviction portfolio targeting significant growth areas.

Fixed Income

1. Sanlam International Credit Fund

• Description: Corporate bond portfolio aiming for income equivalent to Bank of England UK Base Rates +1-2%.

• Key Features:

• Focus on high-quality issuers with low-medium volatility.

• Bottom-up approach with no derivatives or structured products.

2. SVS Sanlam Fixed Interest Fund

• Description: High-conviction corporate credit fund mainly in investment-grade bonds.

• Key Features:

• Active duration management.

• Expertise in financial sector investments.

Alternatives

1. Sanlam Multi-Strategy Fund

• Description: Combines thematic and systematic strategies for absolute return.

• Key Features:

• Diverse asset classes.

• Absolute return approach.

• Yield target of 3% per annum, paid monthly.

2. Sanlam Real Assets Fund

• Description: Invests in global securities deriving value from real assets.

• Key Features:

• Focus on infrastructure, specialist property, and renewable energy.

• Attractive long-term cash flows with inflation protection.

3. SVS Sanlam Global Gold and Resources Fund

• Description: Equity portfolio in gold, precious metals, and resources industries.

• Key Features:

• Geared towards long-term capital growth.

• Focus on mid to smaller-cap miners.

Recent Developments

• New Products/Features: No specific new product launches have been detailed in the provided data. However, continuous updates on existing fund performances and market trends are monitored through regular video reviews and discussions by fund managers.

• Partnerships and Strategic Moves:

• Sanlam Investments announced a merger of the Sanlam Credit Fund with the Sanlam International Credit Fund, effective October 2024.

• The Sanlam Global Artificial Intelligence Fund has surpassed £1bn AUM, showing significant growth and interest in AI-focused investments.

• Awards and Recognition:

• The Sanlam Global High-Quality Fund received 4 stars in the Morningstar Ratings.

• FE Fundinfo Alpha Manager rating awarded to Pieter Fourie, highlighting top performance.

• Market Engagements:

• Active discussions and insights on AI's role in transforming modern portfolios, emphasizing the future of AI as a long-term investment theme.

The above report provides a detailed overview of Sanlam Investments UK, including its operational scope, product offerings, and recent strategic developments. The company's robust asset management services aim to transform investment approaches through differentiated funds and specialist knowledge in global markets.