Sanlam Multi Manager International (SMMI) is an investment management business dedicated to active multi-management investing. It operates independently of the conventional investment management activities within the group, both in terms of staff and investment decisions. SMMI manages assets in excess of R90bn via more than 20 different funds for over 40 000 clients. SMMI is a globally integrated business with offices in South Africa and the United Kingdom (UK). The UK office is based in London and is responsible for advising in respect of the investment management of several Sanlam products and no less than 14 funds of UK Life Assurer Merchant Investors Assurance, covering a spread of asset classes and regions around the world.
FUND OBJECTIVES AND FOCUS
The Coris Capital Gilt Fund is a multi-managed bond fund, which invests in income generating instruments such as government and public sector bonds, treasury bills, debentures and bank deposits. The fund's primary objective is to deliver sustainable income with some potential for capital growth. The fund's secondary objective is to outperform the BESA All Bond index, with less volatility.
* The Coris Capital Gilt Fund comprises a combination of fixed income securities, gilts, semi-gilts, and liquid assets.
* It provides the investor with an opportunity to invest in a fund, compared to equity funds, with a lower risk profile together with regular income and the potential for capital gains.
Who Should Invest?
* Investors with a moderate risk appetite who require regular income with the potential for capital gains.
* Investors requiring a minimum holding in gilts/bonds to comply with pension fund regulations.
The objective is to outperform the benchmark, delivering sustainable growth of capital and income.