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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 The result is that any capital gain/loss events are only calculated at the time funds are withdrawn (subject to tax advice in the investor’s country of residence).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:
One Fund Trust Solution Objectives
Suitable for Investors looking for "MEDIUM RISK"managed investment solutions.
Suitable for Investors looking for managed investmentsolutions with "GROWTH POTENTIAL".
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:
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
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
In addition to the international, award-winning range of Sanlam Funds, SGIP offers a range of funds from many world-class asset managers.
These managers offer access to a variety of asset types across different sectors and geographical areas including:
For the latest line-up of funds, please login to the secure area of the site using your user ID and password.
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:
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.
Suitable for investors looking for "moderate" growth.
Suitable for investors looking for growth.
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.
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.
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.