Sanlam Investments wins SA’s Best Equity Mid and Small Cap Fund for the 4th time
13 Mar, 2024

Carl Roothman – Sanlam Investments CEO

 

 

Sanlam Investments’ SIM Small Cap Fund has once again been named South Africa’s Best Equity Mid and Small Cap Fund at the prestigious Raging Bull Awards, holding the title for the fourth time. The awards were held in Cape Town on 11 March 2024.

 

The SIM Small Cap Fund is an aggressive, actively managed small to mid-cap fund with substantial holdings in companies such as Famous Brands, Sun International, and Reinet, among others. Under the dynamic leadership of Vanessa van Vuuren, the fund has shown consistently strong returns, cementing its spot as a market leader. Van Vuuren says, “We are proud to take the award again this year. It’s a big honour and attests to the robustness of our research-based approach, unwavering dedication, and active equity culture.”

 

In addition, Amplify’s Sanlam Collective Investments Wealth Protector Fund was also named Best South African Multi-Asset Low Equity Fund on a Risk-Adjusted Basis at the awards ceremony.

 

Carl Roothman, CEO of Sanlam Investments, says, “The breadth of our award, certificates and nominations demonstrates the depth of expertise and talent within Sanlam Investments. Through our steadfast commitment to a long-term pragmatic value investment approach, we have consistently delivered exceptional results. Congratulations to our Active Management and Amplify teams for the outstanding accomplishments.”

 

After integrating with Absa Investments, Sanlam Investments is now South Africa’s largest black-owned asset manager, with assets exceeding R400 billion. Its portfolio encompasses a broad spectrum of funds, spanning equities, fixed income, alternatives, and property asset classes, providing investors with diverse and comprehensive investment opportunities.

 

Sanlam Investment Group received ‘best in class’ nominations across six categories.

 

 

Sanlam Investments’ 2024 nominations included:

 

  • BEST SOUTH AFRICAN EQUITY MID AND SMALL CAP FUND: SIM Small Cap Fund (winner)

 

  • Best South African Multi-Asset Low Equity Fund: Amplify SCI Wealth Protector Fund (winner)

 

  • BEST SOUTH AFRICAN EQUITY RESOURCES FUND: SIM Resources Fund (nomination)

 

  • BEST (FSCA-APPROVED) OFFSHORE FAR EAST EQUITY GENERAL FUND: SIIP India Opportunities Fund (nomination)

 

  • BEST (SA DOMICILED) GLOBAL EQUITY GENERAL FUND ON A RISK-ADJUSTED BASIS: Absa Global Core Equity Feeder Fund (nomination)

 

  • BEST SOUTH AFRICAN REAL ESTATE FUND ON A RISK-ADJUSTED BASIS: Absa Property Equity Fund (nomination)

 

For more information about Sanlam Investments and its award-winning funds, please visit www.sanlaminvestments.com.

 

 

ENDS

 

 

 

Author

@Carl Roothman
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