As seen in Personal Finance over the weekend, two of our funds ranked in the top five based on performance over one year as at the end of September.
The Denker Sanlam Collective Investments Global Financial Feeder Fund (A1) was ranked third with a return of 27.8% for the year and the Denker Sanlam Collective Investments Emerging Markets Feeder Fund (A1) was in fifth place with a return of 22.9% for the year. Source: Profile Data
The global financials Bull Run has just started.
Kokkie Kooyman, portfolio manager of the Denker Sanlam Collective Investments Global Financial Feeder Fund, believes that the global financials Bull Run has just started and that the fund is well-positioned to benefit from future growth and mispricings (more detail). Kokkie’s team uses a proprietary database, which they’ve built over the past 15 years, to continuously back test, learn and to quickly assess new potential investments and test them against other existing investments.
Emerging markets outperform over the long-term.
Emerging markets have strong drivers of growth (such as availability of natural resources, rapid urbanisation and positive demographics). Since 1970 the MSCI Emerging Markets Index has outperformed the MSCI World Index with an annualised return* of 11.5% compared to 6.4%. Neal Smith, portfolio manager of the Denker Sanlam Collective Investments Emerging Markets Feeder Fund, believes that current emerging market valuations present great opportunities for investors to earn returns that continue to outperform developed markets over the long term.
Our disciplined investment philosophy and process has paid off for investors.
We are very pleased with the returns of these funds (see our previous article too). Most importantly, we are happy that our investment team’s years of hard work have resulted in discovering rewarding opportunities and learning valuable lessons – which have delivered good returns for the investors who believed in our investment philosophy.
Contact us for more information or to invest in these funds.
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View the latest minimum disclosure documents (MDDs or fund factsheets) for these funds by clicking on the links below.
*Source: FactSet, DataStream, Bloomberg, Goldman Sachs Global Investment Research. | As at 30 September 2017.
Denker Capital is an authorised Financial Services Provider, and an appointed investment advisor to Sanlam Investment Management (Pty) Ltd an authorised Financial Services Provider. The information in this communication or document belongs to Denker Capital (Pty) Ltd (Denker Capital). This information should only be evaluated for its intended purpose and may not be reproduced, distributed or published without our written consent. While we have undertaken to provide information that is true and not misleading in any way, all information provided by Denker Capital is not guaranteed and is for illustrative purposes only. The information does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment or transaction. Because there are risks involved in buying or selling financial products, please do not rely on any information without appropriate advice from an independent financial adviser. We will not be held responsible for any loss or damages suffered by any person or entity as a result of them relying on, or not acting on, any of the information provided.
The funds’ risk profiles are aggressive. Investors can afford to take on a higher level of risk (i.e. will have a greater exposure to equities in your portfolio) because of your investment time horizon, or your appetite for risk. You know that in taking the risk, you need to be patient if you want to achieve the results. So you are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns you expect to receive in five years or beyond. You can afford to take on a higher level of risk (i.e. will have a greater exposure to equities in your portfolio) because of your investment time horizon, or your appetite for risk. You know that in taking the risk, you need to be patient if you want to achieve the results. So you are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns you expect to receive in five years or beyond.
Sanlam Collective Investments (RF) (Pty) Ltd is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. SIM stands for Sanlam Investment Management. SCI stands for Sanlam Collective Investments.
Source of performance figures: Morningstar and Personal Finance. Returns are annualised and net of fees. Annualised returns are returns for a period that are scaled to one year. The information does not constitute financial advice as contemplated in terms of the Financial Advisory and Intermediary Services Act. Use or rely on this information at your own risk. Independent professional financial advice should always be sought before making an investment decision. Sanlam Collective Investments (RF) (Pty) Ltd, a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax. The manager has the right to close the portfolio to new investors in order to manager it more efficiently in accordance with its mandate. The Manager retains full legal responsibility for the co-brand portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (CISCA). The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. A Feeder Fund is a portfolio that invests in a single portfolio of collective investment schemes, which levies its own charges and which could result in a higher fee structure for the feeder fund.