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Investment Platforms

Sanlam Global Investment Solutions offers two bespoke investment plans via our Bermuda-based trust structure.

One Fund Trust Solution

The One Fund Trust Solution offers investors the opportunity to invest in a range of risk-tailored portfolio funds that are managed within a Bermuda-based trust structure.

The One Fund Trust Solution constitutes a separate legal fund, the Sanlam Segregated Model Portfolio Companies SPC, where assets can be managed according to the risk profile and objectives of clients without creating capital gains events with underlying portfolio changes or rebalancing. The result is that any capital gain/loss events are only calculated at the time funds are withdrawn (subject to tax advice in the investor’s country of residence).

Unique benefits of the One Fund Trust Solution:

  • Trust Solution for Beneficiary Nominations
  • Segregation of Assets Protection
  • Risk Managed Fund Solution
  • Cayman Registered Fund – Sanlam Segregated Model Portfolio Companies SPC
  • No Upfront Charges
  • Daily Liquidity
  • No Exit Fees

One Fund Trust Solution Objectives

Suitable for Investors looking for "MEDIUM RISK"
managed investment solutions.

Download Monthly Performance Report (USD)

Suitable for Investors looking for managed investment
solutions with "GROWTH POTENTIAL".

Download Monthly Performance Report (USD)

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 of investment options, including:

  • Active and passive funds from some of the world’s leading asset managers
  • Model Portfolio Service
  • Sanlam Ai Portfolios
  • Sanlam Ai Global Managed Risk Fund

SGIP also provides innovative investment solutions such as the Intergenerational Wealth Transfer – a simple solution that allows for the transfer of investments between generations, safeguarding an investor's 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 risks to investing in the global markets, but this plan offers multiple investment options, including a solution designed to help manage such risks.

Sanlam Global Investment Plan Special Features

Plan Information

SGIP is an investment plan available to individuals, companies and trusts that utilise a Bermuda Trust participation structure. It offers multiple investment options in multiple currencies.

Sanlam Global Investment Plan Investment Options

Download Frequently Asked Questions

Funds from Other Leading Asset Managers – Investment Option

In addition to the international, award-winning range of Sanlam Funds, 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 Henderson
  • 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
  • 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

With thousands of funds to choose from, the world of investments can be difficult to navigate. Therefore, SGIP offers a range of model portfolios that do not utilise Ai investment capabilities; instead they are constructed from largely passive funds from world-class asset managers.

The Model Portfolio Service (MPS) provides a simple choice of three risk-profiled model portfolios with each portfolio investing 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.

Model Portfolio Service Details

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. At Sanlam Global Investment Solutions, 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 optimisation algorithm to set allocations
  • Concept is similar to a "buy and hold" strategy, rather than an active trading approach
  • Simple quarterly rebalancing

As a result, we have created a simple choice of three 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.

Download Monthly Performance Report (USD)

Suitable for investors looking for "moderate" growth.

Download Monthly Performance Report (USD)

Suitable for investors looking for growth.

Download Monthly Performance Report (USD)

Sanlam Global Investment Plan Content Library


ONE Solution. ONE Fund.

18 August 2022

Investors have realised that simplicity and innovation are very important aspects to consider when investing internationally. Solutions that address estate planning, actively managed investment strategies, and ease of administration for management and reporting purposes are increasingly considered essential requirements.

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104 Years of Shaping Sustainable Investment Solutions

29 July 2022

Sanlam is recognised globally as an important contributor to its home country’s economic resilience and prosperity. The combined benefits of trust participation, asset protection, estate planning, and the stability offered by Bermuda make a case for international investing through the Sanlam Global Investment Plan today more compelling than ever.

Read more


The New Global Investor

6 June 2022

Investors are increasingly seeing the need to diversify internationally. Relocating and having families located across the globe could bring many challenges in terms of investment and estate planning.

Read more

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