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
- PIMCO
- 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.