SIM Launches new online fund comparison tool

Sanlam Investment Management (SIM) has recently launched an online fund comparison tool to help financial advisors and retail investors select the best unit trust fund for an individual’s needs.

Candice Paine, head of retail at SIM, says the tool was developed because SIM understands that finding the right unit trust can be a challenge since there is such a wide range on offer. "Some investors need a fund that generates an income, others need one that offers capital growth and others need diversification across all asset classes. This tool enables financial advisers and investors to narrow down their search to those SIM funds best suited to a specific risk profile.”

She said the tool allows users to easily compare fund details, information and fees as well as performance, both annualised and cumulative. "They can also compare three-year risk statistics for up to three unit trusts. Once this data has been collated and reviewed, an informed decision can be made as to the best long-term investment choice.”

For more information, visit

http://www.sanlam.co.za/wps/wcm/connect/sanlam_en/Sanlam/Online/Comparison+Tool