SIM among top 5 SA managers

By Janice Roberts

Carl Roothman_Sanlam Investments Chief Executive of Retail Business (HR)(2)

Following on last week’s success, with several Sanlam portfolio managers walking away with certificates at the Raging Bull Awards,  Sanlam Investment Management (SIM) says it has improved its ranking in the PlexCrown Fund Ratings Survey to fifth in the domestic unit trust management company category.

“This is evidence of our strategy and philosophy delivering consistent performance to our clients,” says Carl Roothman, chief executive of Retail at Sanlam Investments.

The survey ranks the top domestic managers as follows:

  • Nedgroup Investments
  • Coronation
  • Allan Gray
  • Prudential
  • SIM
  • Discovery
  • PSG
  • Absa
  • Momentum
  • Investec

There were 16 companies that qualified for a rating over the five years to 31 December 2015. To qualify a company must have a rated fund in each of the broad unit trust sectors. It should also have a rated fund in the SA general equity sub-category or an actively managed fund in the SA large cap equity sub-category. The survey focuses on performance over 3- and 5-year periods.

Roothman adds: “The PlexCrown Fund Ratings Survey is highly respected for the role it plays in our industry in recognising and celebrating risk-adjusted performance results.

“Survey ratings take into account both performance and the risk taken to achieve those results. Sixteen of the eighteen SIM funds that qualified to be rated received 3 or more crowns (5 being the best score).

“The survey results confirm that our clients benefit from the consistent performance that our processes and investment philosophy deliver.”


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