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Sanlam Investment Management (SIM)

PRI reporting framework 2019

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Sanlam Investment Management (Pty) Ltd ("SIM") is the long-only active investment business within the Investment Cluster of the Sanlam Group. The Investment Cluster incorporates the Sanlam Group’s investment-related businesses, ensuring that business practices and performances are aligned to the Group’s client base. The business is diversified across a broad range of specialist investment businesses. Its areas of expertise include conventional asset management, alternative investment solutions, index tracking and smar beta investment management, collective investment schemes, property asset management, private client investment management and stock broking, multi-management, structured products (including guaranteed products) and private equity funds.

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

South Africa

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

31 FTE

02.4. Additional information. [Optional]

Within the Sanlam Investments Cluster there are currently approximately 850 employees. Applicable to this report, there are 31 Investment Professionals in the SIM Investment Team reporting to Azola Zuma, the SIM Chief Executive. The balance of employees in the Sanlam Investments Cluster consist of the other investment teams i.e. Passive, Muti-Manager, Hedge Funds, A;eternatives etc., front office staff as well as support functions such as Legal, Compliance, IT, HR and Finance.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Sanlam Investment Management (Pty) Ltd is a wholly owned subsidiary of Sanlam Limited, the entity which is listed on the Johannesburg and Windhoek Stock Exchanges.

Sanlam Limited is an Asset Owner signatory.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the total assets at the end of your reporting year subject to an execution and/or advisory approach.

04.5. Additional information. [Optional]

The AUM provided is for Sanlam Investment Management (SIM) which is the long-only active investment business within the Investment Cluster of the Sanlam Group and excludes AUM of other businesses within the Cluster e.g. Multi-Manager, Passive, Alternatives etc.

 

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 40 0 0
Fixed income 10-50% 40 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 10-50% 20 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Not Applicable)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

10 Developed Markets
90 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

The majority of assets managed are domiciled in South Africa which we consider an emerging market.
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