Sanlam Limited · JSE:SLM
Sanlam — Q1 2021 Earnings Presentation
11 slides from Sanlam's earnings presentation, March 2021
Slide 1: Sanlam Umbrella Fund investment report to the Joint Forum
Sanlam Employee Benefits Sanlam Umbrella Fund investment report to the Joint Forum March 2021
Slide 2: Contents
Sanlam Umbrella Fund Contents As of 31/03/2021 Background and overview of the Fund 2 The Fund’s default investment strategies 3-4 Summary of Returns 5 Fund Analysis (Domestic Money Market) 6 Fund Analysis (Conservative Global Multi-Asset Class) 7 Fund Analysis (Moderate Global Multi-Asset Class) 8 F
Slide 3: Background and overview of the Fund
Sanlam Umbrella Fund Background and overview of the Fund As of 31/03/2021 Investment Strategy The trustees take responsibility to ensure that the fund offers an appropriate range of investment choice options. Under the Sanlam Umbrella Fund, employers can choose to participate in a pension fund or a
Slide 4: The Fund's default investment strategies
Sanlam Umbrella Fund As of 31/03/2021 The Fund's default investment strategies Sanlam Lifestage Strategy Summary of Returns MRQ 1 Year 3 Years 5 Years 7 Years Sanlam Accumulation Portfolio 8.8% 37.8% 8.7% 7.0% 7.8% Sanlam Capital Protection Portfolio 1.9% 6.1% 6.8% 7.5% 9.0% Sanlam Inflation Annuity
Slide 5: The Fund's default investment strategies
Sanlam Umbrella Fund As of 31/03/2021 The Fund's default investment strategies Passive Lifestage Strategy Summary of Returns MRQ 1 Year 3 Years 5 Years 7 Years Satrix Enhanced Balanced Tracker 8.0% 38.6% 8.2% 6.9% 8.4% Sanlam Capital Protection Portfolio 1.9% 6.1% 6.8% 7.5% 9.0% Sanlam Blue Lifestag
Slide 6: Summary of Returns
Sanlam Umbrella Fund As of 31/03/2021 Summary of Returns Multi-Manager Range Product Name MRQ 1 Year 3 Years 5 Years 7 Years SMM 70 8.9% 39.3% 8.5% 7.1% 7.5% SMM 50 6.7% 31.6% 8.5% 7.5% 7.8% SMM 30 4.9% 24.3% 8.2% 7.9% 8.3% SMM Moderate Absolute Fund 7.0% 29.8% 12.1% 8.9% 9.5% SMM NUR Balanced 10.4%
Slide 7: Fund Analysis (Domestic Money Market)
Sanlam Umbrella Fund Fund Analysis (Domestic Money Market) As of 31/03/2021 Sanlam Cash Historical Performance As of Date: 31/03/2021 8.0% 7.6 7.5% 7.4 7.1 7.0% 6.5% 6.0% 5.5% 5.1 5.0% Return(%) 4.5% 4.0% 3.5% 3.0% 2.5% 2.0% 1.5% 1.1 1.0% 0.5% 0.0% MRQ 1 Year 3 Years 5 Years 7 Years 1-Year Rolling R
Slide 8: Fund Analysis (Conservative Global Multi-Asset Class)
Sanlam Umbrella Fund Fund Analysis (Conservative Global Multi-Asset Class) As of 31/03/2021 SMM 30 Historical Performance As of Date: 31/03/2021 26.0% 24.3 24.0% 22.0% 20.0% 18.0% 16.0% Return(%) 14.0% 12.0% 10.0% 8.2 7.9 8.0% 6.0% 4.9 4.0% 2.0% 0.0% MRQ 1 Year 3 Years 5 Years 1-Year Rolling Returns
Slide 9: Fund Analysis (Moderate Global Multi-Asset Class)
Sanlam Umbrella Fund Fund Analysis (Moderate Global Multi-Asset Class) As of 31/03/2021 SMM 50 Sanlam Living Annuity Target Portfolio SMM Moderate Absolute Fund SIM Moderate Absolute Return SIM Temperance Balanced Fund Historical Performance As of Date: 31/03/2021 40.0% 33.9 31.6 35.0% 29.8 29.5 30.
Slide 10: Fund Analysis (Aggressive Global Multi-Asset Class)
Sanlam Umbrella Fund Fund Analysis (Aggressive Global Multi-Asset Class) As of 31/03/2021 SMM NUR Balanced SMM 70 Allan Gray Life Global Balanced Coronation Houseview Sanlam Foord Balanced Fund Sanlam Prudential Balanced Fund Satrix Enhanced Balanced Tracker Sanlam Accumulation Portfolio SIM Balance
Slide 11: Fee Breakdown as at 31 December 2020
Sanlam Umbrella Fund As of 31/03/2021 Fee Breakdown as at 31 December 2020 Page 10