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Sanlam Employee Benefits' funds excel in performance survey

02 April 2007 Sanlam Employee Benefits

Sanlam Employee Benefits' flagship multi-manager portfolios (the SMM 50, SMM 60 and SMM 70) were ranked first in their respective groups over all periods to the end of 2006, according to the results of the Alexander Forbes Multi-Manager Survey.

This survey ranks funds according to their active returns, thereby reducing the distorting effects that different benchmarks may have in doing survey comparisons.

Robert Roux, chief executive at Sanlam Employee Benefits, attributes the success of the funds to the companys skill in optimising the mix of underlying managers and to making the right asset allocation decisions.

The objective of the multi-manager portfolios is to optimally blend an array of specialist managers into a global multi-manager solution. According to Roux, leading investment specialists are carefully selected and then monitored on a continuous basis. "The selected managers have proven investment processes and are populated by committed investment professionals."

These portfolios are aimed at investors who:

* seek diversification across leading investment managers;
* require the expertise to manage and monitor asset allocation and investment managers;
* want exposure to a balanced mix of South African equities, bonds, cash and foreign assets; and
* are comfortable with the volatility of the financial investment markets.

"We are delighted with the performance of the underlying asset managers and are confident that they will continue to deliver outperformance." Roux concluded.

 

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