- Wrap Funds
- Fund Ranges
Wrap Funds
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 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.
Diversification
Active management
Monthly reporting
Manager research
Transparency
Fund ranges
- SFP Wrap Funds
- SFP Real Income Funds
- SFP Life Funds
- SFP Hedge Funds
- SFP TFSA
Succession Income Plus
Fund objective: High level income or capital preservation
Risk level: Conservative
Max equity exposure: 20%
Time horizon: 1 year
Succession Stable
Fund objective: Stable income and high capital stability
Risk level: Cautious
Max equity exposure: 40%
Time horizon: 3 years
Succession Stable Growth
Fund objective: Medium-term capital growth
Risk level: Moderate
Max equity exposure: 60%
Time horizon: 3 years
Succession Balanced
Fund objective: High level capital growth
Risk level: Moderate Aggressive
Max equity exposure: 75%
Time horizon: 5 years
Succession Capital Growth
Fund objective: High level capital growth
Risk level: Moderate Aggressive
Max equity exposure: 75%
Time horizon: 5 years
Succession WW Flexible
Fund objective: High level capital growth
Risk level: Aggressive
Time horizon: 5 years or longer
Succession 2.5% Real Income
Fund objective: Low level income withdrawals from living annuity or short-term capital preservation
Risk level: Conservative
Time horizon: 2 years or longer
Succession 3% Real Income
Fund objective: Low to moderate level income withdrawals from living annuity or short- to medium-term capital preservation
Risk level: Cautious
Time horizon: 3 years or longer
Succession 4% Real Income
Fund objective: Moderate level income withdrawals from living annuity or medium-term capital preservation
Risk level: Moderate
Time horizon: 5 years or longer
Succession 5% Real Income
Fund objective: Moderate to high level income withdrawals from living annuity or medium-term capital preservation
Risk level: Moderate Aggressive
Time horizon: 5 years or longer
Succession 6% Real Income
Fund objective: High level income withdrawals from living annuity or medium-term capital preservation
Risk level: Worldwide Aggressive
Time horizon: 7 years or longer
Succession 5% Real Growth
Fund objective: Moderate to high levels of income withdrawals from discretionary savings or medium-term capital preservation
Risk level: Moderate Aggressive
Time horizon: 5 years or longer
Succession Balanced
Fund objective: High level capital growth and volatility
Risk level: Moderate Agressive
Max equity exposure: 75%
Succession Stable
Fund objective: Stable income and high level capital stability
Risk level: Cautious
Max equity exposure: 40%
Succession Stable Growth
Fund objective: Medium-term capital growth and moderate volatility over the short term
Risk level: Moderate
Max equity exposure: 60%
Succession Aggressive Hedge Fund
Fund objective: Superior long term capital growth, can have leveraged exposure to markets at low correlation to traditional asset classes
Risk level: Aggressive
Time horizon: 7 years
Succession Cautious Hedge Fund
Fund objective: High level of capital stability and capital preservation, little market risk and low correlation to traditional asset classes
Risk level: Cautious
Time horizon: 5 years
Succession Moderate Hedge Fund
Fund objective: Superior risk-adjusted returns, low correlation to traditional asset classes
Risk level: Moderate
Time horizon: 6 years
Succession High Equity TFSA
Fund objective: High level of capital growth, able to tolerate high levels of volatility
Risk level: Moderate Aggressive
Time horizon: 5 years
Succession Low Equity TFSA
Fund objective: Stable income and a high level of capital stability, low probability of capital loss over the medium to long term
Risk level: Cautious
Time horizon: 3 years
Succession Real Savings Solution
Fund objective: Moderate to high levels of capital growth
Risk level: Moderate Aggressive
Time horizon: 5 years or longer
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