Sanlam Corporate: Investments, has leveraged over 100 years of experience to provide comprehensive solutions to employers, retirement funds and consultants with the purpose of empowering our clients to be confident about their investment decisions.
We created a series of quarterly investment performance videos for Q1 of 2023 to communicate valuable information with our clients, and ultimately assist them in making more informed retirement and investment decisions.
Watch therespective videos below for the performance update:
Economic and Investment Markets overview
Solly unpacks the economic growth outlook for advanced and developing economies and how this has affected investment returns over the quarter. He shares some of the important global financial events and statistics and looks at some of the political factors that have contributed to these numbers.
Sanlam Lifestage Accumulation Portfolio
Matimu unpacks the Sanlam Accumulation Portfolio’s performance over the first quarter of 2023. He also details the factors that contributed to the performance experiences by the portfolio.
Sanlam Blue Lifestage Strategy
Lorraine delves into how the portfolio held up against its hybrid benchmark during the different time periods with the highlight being the outperformance in the 1 year period.
Sanlam Passive Lifestage Strategy
Nonhlanhla provides an update on portfolio performance amid the market turbulence experienced over the quarter and how this particular strategy empowers members to save and retire with confidence.
Sanlam Wealth Creation Lifestage
Solly provides an update on the portfolio’s performance amid the challenging market conditions experienced during the last 2 months of the quarter. He also briefly looks at the local and offshore asset classes’ contribution to the performance.
Sanlam Umbrella Fund Protection Strategies
Boitumelo discusses how our three trustee approved default protection strategies have remained resilient for the period during the market volatility experienced recently.
