Sanlam

Funds from BlackRock and J.P. Morgan have been added to Sanlam Private Investment's bi-annual list of underperforming income portfolios after a tough year for some of their mandates.

THE BIG QUESTION

Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.

The £6.4bn Artemis Income fund has been downgraded to a 'sell' in the latest Sanlam Private Investments (SPI) Income study, the widely followed guide to income funds.

Sanlam Private Investments (SPI) is launching a global equity fund as well as a fund providing investors with an alternative to cash as it moves to broaden its range of retail mandates.

Sanlam is to streamline its business in the UK and is considering merging its Sanlam Private Investments (SPI) arm and Sanlam UK brands.

FOUR Capital Partners has soft-launched a European equity long/short fund after Sanlam provided seed capital for the portfolio.

Sanlam's top-performing financials manager Kokkie Kooyman has warned investors they should be wary of owning companies which are highly correlated to equity markets ahead of an expected correction.

Sanlam Private Investments' (SPI) head of fixed income Craig Veysey has bought back into the gilt market, viewing the UK downgrade as a ‘short term' opportunity to add exposure to the asset class.

Sanlam Private Wealth has acquired the client bank of two more financial planning companies as part of its drive to increase its presence in the UK.