Fund fact sheets

SFP’s investment philosophy is built around the belief that markets are generally inefficient over the short term but can be exploited through different strategies over the longer term.

These strategies include:

  • Selection of skilful managers (or manager selection)
  • Combination of complementary managers (portfolio construction via optimisation methods)
  • Successful tactical asset allocation and/or risk management
  • Combination of active, passive and boutique asset managers
Fund ranges
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WRAP FUNDS
What is a wrap fund?
A wrap fund is a combination of unit trusts held in specific proportions to meet certain investment strategies. One of the benefits of a wrap fund is providing a ready-made solution to those who do not have the expertise to select individual asset classes.
Our portfolio of wrap funds 

Our portfolios are backed by the rigorous and proven research capabilities of an expert team, Sanlam Multi Manager International (SMMI) (Pty) Ltd as the manager of our fund, and an experienced team, comprising our Investment Committee, thereby offering you the following benefits:

  • Diversification
  • Active management
  • Monthly reporting
  • Manager research
  • Transparency
Funds
Fund ranges

Navigate between the different fund ranges below.

SFP Wrap Funds SFP Real Income Funds SFP Life Funds
Succession Income Plus

Fund objective: High level income or capital preservation

Risk level: Conservative

Max equity exposure: 20%

Time horizon: 1 year

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Succession Stable

Fund objective: Stable income and high capital stability

Risk level: Cautious

Max equity exposure: 40%

Time horizon: 3 years

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Succession Stable Growth

Fund objective: Medium-term capital growth

Risk level: Moderate

Max equity exposure: 60%

Time horizon: 3 years

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Succession Balanced

Fund objective: High level capital growth

Risk level: Moderate Aggressive

Max equity exposure: 75%

Time horizon: 5 years

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Succession Capital Growth

Fund objective: High level capital growth

Risk level: Moderate Aggressive

Max equity exposure: 75%

Time horizon: 5 years

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Succession WW Flexible

Fund objective: High level capital growth

Risk level: Aggressive

Time horizon: 5 years or longer

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Succession Global Specialist Aggressive

Fund objective: High levels of capital growth through predominantly having exposure to global equity markets over a market cycle

Risk level: Aggressive

Time horizon: 7 years or longer

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Succession Global Specialist Cautious

Fund objective: Consistent levels of capital growth through lower levels of exposure to global equity markets over a market cycle

Risk level: Cautious

Time horizon: 3 years or longer

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Succession Global Specialist Moderate

Fund objective: Medium to high levels of capital growth through higher levels of exposure to global equity markets over a market cycle

Risk level: Moderate

Time horizon: 6 years or longer

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ARCHIVE
Funds

Navigate between the different fund ranges below.

SFP Wrap Funds SFP Real Income Funds SFP Life Funds
2024
Succession
Balanced		 Succession
Capital Growth		 Succession
Income Plus		 Succession
Stable Growth		 Succession
Stable		 Succession
WW Flexible
March PDF PDF PDF PDF PDF PDF
February PDF PDF PDF PDF PDF PDF
January PDF PDF PDF PDF PDF PDF

March

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

February

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

January

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF
2023
Succession
Balanced		 Succession
Capital Growth		 Succession
Income Plus		 Succession
Stable Growth		 Succession
Stable		 Succession
WW Flexible
December PDF PDF PDF PDF PDF PDF
November PDF PDF PDF PDF PDF PDF
October PDF PDF PDF PDF PDF PDF
September PDF PDF PDF PDF PDF PDF
August PDF PDF PDF PDF PDF PDF
July PDF PDF PDF PDF PDF PDF
June PDF PDF PDF PDF PDF PDF
May PDF PDF PDF PDF PDF PDF
April PDF PDF PDF PDF PDF PDF
March PDF PDF PDF PDF PDF PDF
February PDF PDF PDF PDF PDF PDF
January PDF PDF PDF PDF PDF PDF

December

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

November

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

October

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

September

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

August

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

July

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

June

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

May

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

April

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

March

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

February

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

January

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF
2022
Succession
Balanced		 Succession
Capital Growth		 Succession
Income Plus		 Succession
Stable Growth		 Succession
Stable		 Succession
WW Flexible
December PDF PDF PDF PDF PDF PDF
November PDF PDF PDF PDF PDF PDF
October PDF PDF PDF PDF PDF PDF
September PDF PDF PDF PDF PDF PDF
August PDF PDF PDF PDF PDF PDF
July PDF PDF PDF PDF PDF PDF
June PDF PDF PDF PDF PDF PDF
May PDF PDF PDF PDF PDF PDF
April PDF PDF PDF PDF PDF PDF
March PDF PDF PDF PDF PDF PDF
February PDF PDF PDF PDF PDF PDF
January PDF PDF PDF PDF PDF PDF

December

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

November

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

October

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

September

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

August

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

July

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

June

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF

May

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

April

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

March

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

February

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

January

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF
2021
Succession
Balanced		 Succession
Capital Growth		 Succession
Income Plus		 Succession
Stable Growth		 Succession
Stable		 Succession
WW Flexible
December PDF PDF PDF PDF PDF PDF
October PDF PDF PDF PDF PDF PDF
September PDF PDF PDF PDF PDF PDF
August PDF PDF PDF PDF PDF PDF
July PDF PDF PDF PDF PDF PDF
June PDF PDF PDF PDF PDF PDF
May PDF PDF PDF PDF PDF PDF
April PDF PDF PDF PDF PDF PDF
March PDF PDF PDF PDF PDF PDF
February PDF PDF PDF PDF PDF
January PDF PDF PDF PDF PDF

December

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

October

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

September

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

August

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

July

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

June

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

May

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

April

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

March

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession WW Flexible Download PDF

February

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF

January

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
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Succession Financial Planning Advisory Services (Pty) Ltd a subsidiary of the Sanlam Group, is an authorised financial services provider and a registered credit provider.