- Wrap Funds
- Fund Ranges
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.
Key benefits:
- 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
Fund objective: High level income or capital preservation
Risk level: Conservative
Max equity exposure: 20%
Time horizon: 1 year
Fund objective: Stable income and high capital stability
Risk level: Cautious
Max equity exposure: 40%
Time horizon: 3 years
Fund objective: Medium-term capital growth
Risk level: Moderate
Max equity exposure: 60%
Time horizon: 3 years
Fund objective: High level capital growth
Risk level: Moderate Aggressive
Max equity exposure: 75%
Time horizon: 5 years
Fund objective: High level capital growth
Risk level: Moderate Aggressive
Max equity exposure: 75%
Time horizon: 5 years
Fund objective: High level capital growth
Risk level: Aggressive
Time horizon: 5 years or longer
Fund objective: Low level income withdrawals from living annuity or short-term capital preservation
Risk level: Conservative
Time horizon: 2 years or longer
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
Fund objective: Moderate level income withdrawals from living annuity or medium-term capital preservation
Risk level: Moderate
Time horizon: 5 years or longer
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
Fund objective: High level income withdrawals from living annuity or medium-term capital preservation
Risk level: Worldwide Aggressive
Time horizon: 7 years or longer
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
Fund objective: High level capital growth and volatility
Risk level: Moderate Agressive
Max equity exposure: 75%
Fund objective: Stable income and high level capital stability
Risk level: Cautious
Max equity exposure: 40%
Fund objective: Medium-term capital growth and moderate volatility over the short term
Risk level: Moderate
Max equity exposure: 60%
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
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
Fund objective: Superior risk-adjusted returns, low correlation to traditional asset classes
Risk level: Moderate
Time horizon: 6 years
Fund objective: High level of capital growth, able to tolerate high levels of volatility
Risk level: Moderate Aggressive
Time horizon: 5 years
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
Fund objective: Moderate to high levels of capital growth
Risk level: Moderate Aggressive
Time horizon: 5 years or longer
