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Sanlam Global Investment Plan

The Sanlam Global Investment Plan (SGIP) is an offshore investment plan that provides investors with an opportunity to invest their capital in a wide array investment options, including: active and passive funds from some of the world’s leading asset managers, a Model Portfolio Service and the Sanlam Managed Risk (SMR) strategy. It also provides innovative investment solutions such as the Intergenerational Wealth Transfer – a simple solution that allows for the transfer of investment between generations, safeguarding an investors’ wealth.

Investing offshore through a trust structure established in Bermuda provides stability and the opportunity for investors to build and grow a nest egg for future generations or for themselves should they need it.

There are of course risks to investing in the global markets, but this plan offers multiple investments options including a solution designed to help manage that risk.


Plan Information

The SGIP is an investment plan available to individuals, companies and trust that utilises a Bermuda Trust participation structure. It offers multiple investment options and multiple currencies.


Funds from other leading asset managers - Investment Option

In addition to the SMR options, the SGIP offers a range of funds from many world class asset managers.

  • AB
  • Aberdeen International Fund Managers Ltd.
  • BlackRock
  • Franklin Templeton Investments
  • Invesco
  • Investec Asset Management
  • Janus
  • JP Morgan Asset Management
  • Legg Mason
  • MFS
  • New Capital
  • Pioneer Investments
  • Schroder Investment Management Limited
  • Vanguard

These managers offer access to a variety of asset types across different sectors and geographical areas including:

  • North America Equity
  • Global Equity
  • European Equity
  • Asian Markets Equity
  • Emerging Markets Equity
  • Asset Allocation Funds
  • Fixed Income / Liquidity
  • Commodities
  • Sector
  • Real Estate

For the latest line-up of funds, please login to the secure area of the site using your user ID and password.

​​Model Portfolio Service – Investment Option

The SGIP offers a range of model portfolios that do not utilize SMR; instead they are constructed from largely passive funds from world class asset managers.

The world of investments can be difficult to navigate, with thousands of funds to choose from.

The Model Portfolio Service provides a simple choice of three risk-profiled model portfolios. Each portfolio invests in a range of asset classes to help provide diversification.

The MPS utilises strategic asset allocation with the primary goal to create an asset mix that helps to provide the optimal balance between expected risk and return for a long-term investment horizon.


Asset allocation has never been more important than post the financial crisis. Determining a sensible asset allocation is the key factor to strong long-term performance. We believe that strategic asset allocation is the best approach to investing over the long-term for a number of reasons:

  • Systematic process using a mathematical optimization algorithm to set allocations
  • Concept is similar to a "buy and hold" strategy, rather than an active trading approach
  • Simple quarterly rebalancing

We have created a simple choice of 3 risk-profiled model portfolios (Conservative, Balanced and Growth) which are constructed using passive and active funds from world class asset managers.

Suitable for Investors looking for "conservative" growth.

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Suitable for Investors looking for "moderate" growth.

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Suitable for Investors looking for growth.

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SMR – Investment Option

Sanlam Managed Risk is an investment strategy designed to reduce volatility and the impact of significant and sustained market declines. It also allows dynamic participation in rising markets giving investors the confidence to stay invested for the long-term



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