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Investment Outcomes

SIM Top Choice ranks top-in-class

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SIM Top Choice ranks top-in-class

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SIM Top Choice ranks top-in-class

26-09-2017

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Consistency, high conviction and true skill pay off

According to the Alexander Forbes Equity Manager Watch, the Sanlam Investment Management (SIM) Top Choice Equity Fund again ranked first in its category in the domestic equity (unconstrained) category for the five-year period ending August 2017 (source: Alexander Forbes Equity Manager Watch, August 2017).

It was also ranked within the top 25% of funds for one-, three-, five-, seven- and ten-year periods to 31 July 2017 by Morningstar, relative to its peers and on a risk-adjusted basis. This speaks to the consistency of its outperformance, and its ability to demonstrate true skill through high conviction bets and a concentrated portfolio of the best-performing stocks.

Said Head of Equities Patrice Rassou, “We rely on a fundamental investment process where our team of experienced analysts focus each day on uncovering gems within the listed universe on the JSE.”

Top Choice has shown extreme resilience during volatile cycles for over a decade; navigating both the lows of the global financial crisis and the euphoria of quantitative easing (source: Morningstar, December 2016). This is testimony to a sound pragmatic value investing philosophy as well as the ability of a diverse team of investment professionals to unearth great stocks even when times look bleak.

The SIM Top Choice equity capability is a concentrated portfolio of insights of both generalists and sector specialists within SIM, expressed in one fund. The 20-stock portfolio is non benchmark-cognisant and counter-cyclical, in that it maintains exposure to some stocks that are occasionally out of favour, capitalising on their value when markets turn. It is an aggressive stock-picking capability made up of the most high-conviction bets of the equity portfolio managers at SIM. The objective of a concentrated fund such as this one is to ensure that the superior stock picking skills of our truly skilled portfolio managers come to the fore, providing investors with more opportunity to outperform the stock market over the long term.

SIM Top Choice | consistently delivering superior risk-adjusted returns

Top-Choice-Chart-Rolling-returns

Mandatory disclosure

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information or opinions. Any representation or opinion is provided for information purposes only. Unit trusts are generally medium to long-term investments. Past performance of the investment in no guarantee of future returns. Unit trusts are traded at a ruling price and can engage in borrowing and scrip lending. Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Radius Administrative Services (Pty) Ltd (“Radius”), Blue Ink Investments (Pty) Ltd (“Blue Ink”), Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”) and Sanlam Employee Benefits (Pty) Ltd (“SEB”), a division of Sanlam Life Insurance Limited; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”). Although all reasonable steps have been taken to ensure the information in this document is accurate, Sanlam Collective Investments (RF) (Pty) Ltd (“Sanlam Collective Investments”) does not accept any responsibility for any claim, damages, loss or expense; however it arises, out of or in connection with the information. No member of Sanlam gives any representation, warranty or undertaking, nor accepts any responsibility or liability as to the accuracy of any of this information. The information to follow does not constitute financial advice as contemplated in terms of the Financial Advisory and Intermediary Services Act. Use or rely on this information at your own risk. Independent professional financial advice should always be sought before making an investment decision. Sanlam Group is a full member of the Association for Savings and Investment SA (ASISA). Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager, Sanlam Collective Investments, and a registered and approved Manager in Collective Investment Schemes in Securities. The maximum fund charges include (including VAT): An initial advice fee of 1.14%; annual advice fee of 1.14% and annual manager fee of 0.91%. The most recent total expense ratio (TER) is 1.19%. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002. International investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk as well as potential limitations on the availability of market information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates. The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme. Income funds derive their income from interest-bearing instruments as defined. The yield is a current yield and is calculated daily.

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