Sanlam Investments Multi-Manager won Best Cautious Allocation Fund at the 2023 Morningstar Fund Awards held on 22 March 2023. The Sanlam Multi-Managed Cautious Fund, run by Paul Wilson, delivered a strong risk-adjusted performance relative to the majority of its peers within the SA Multi-Asset Low Equity category over a 3 and 5 year period.
The Morningstar Fund Awards are designed to help investors identify the year's most exceptional funds and fund managers. It aims to honour managers that have added the most value for investors, on a risk-adjusted performance basis.
Shaun Ruiters, CEO of Sanlam Investments Multi-Manager says, “We are extremely proud of this achievement. As solutions architects, we are deliberate about maintaining our proven and disciplined investment process that focuses on offering our clients predictable and repeatable results.”
Paul Wilson, who is also the Chief Investment Officer at Sanlam Investments Multi-Manager and has been with the business for 11 years says, “This win is a testament to the brilliant and dedicated team at Sanlam Investments Multi-Manager. We work tirelessly to develop solutions to match client needs and objectives and it is wonderful to see the hard work reflected through this accolade.”
Sanlam Investments offers a full-service multi-management offering, appointing skilled managers across listed and unlisted asset classes, both locally and globally, to deliver outstanding performance to clients across the risk spectrum. It is part of Sanlam Investments, one of South Africa’s largest majority black owned investment groups.