Exclusive Unit Trusts & Investment Wraps

Whether you like to play it safe and take a cautious approach or have the capacity for a bit of risk coupled with higher returns.

We will tailor your investment portfolio to provide the optimal blend of income and capital growth over the short, medium or long term.

We don’t believe in a one-size-fits-all approach to investing. Instead, we carefully weigh up the risks and rewards to provide you with an investment portfolio augmented to your specific needs, tolerance and personal investment goals.

Our exclusive local (ZAR based) range of Octagon Sanlam Collective Investments Funds of Funds and offshore (USD & GBP) Investment Wrap portfolios all boast a diversity of investment strategies, designed to fulfil the wealth priorities of the most discerning investors.

These include:

Local Investment Solutions (ZAR):

Octagon Flexible Income
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Octagon Cautious
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Octagon Moderate
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Octagon Growth
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Octagon Worldwide Flexible
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Octagon Global Balanced Feeder
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Local Unit Trust Fund of Funds Range (ZAR):

Octagon Sanlam Collective Investments Flexible Income Fund of Funds
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Octagon Sanlam Collective Investments Cautious Fund of Funds
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Octagon Sanlam Collective Investments Growth Fund of Funds
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Octagon Sanlam Collective Investments Worldwide Flexible Fund of Funds
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Global Investment Solutions (USD & GBP):

Octagon Global Cautious (USD)
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Octagon Global Balanced (USD)
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Octagon Flexible Equity (USD)
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Octagon Global Cautious (GBP)
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Octagon Global Balanced (GBP)
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Octagon Flexible Equity (GBP)
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ZAR-based investment strategies:

Octagon Income (Model Portfolio)
  • Offers a high level of income over the short term
  • Offers capital preservation, with limited exposure to equities
  • Has a minimum investment horizon of 1 year or more
  • Aims for returns of inflation plus 2% per annum over any rolling 3-year period
  • Has a low risk profile
  • No more than 25% can be invested in offshore assets
  • Conforms to Regulation 28 of the Pension Funds Act

Octagon Sanlam Collective Investments Cautious Fund of Funds (Unit Trust)
  • A multi-asset, low-equity fund that aims to achieve returns of inflation plus 3% over any rolling 3-year period
  • Invests across a basket of fixed-interest, low-equity, cash, property and global funds, combining the diversification elements of these asset classes
  • Aims to provide steady, predictable growth and income with low volatility
  • May hold up to 40% of underlying holdings in equities/shares; no more than 25% can be invested in offshore assets (cash, fixed-interest, equity)
  • Conforms to Regulation 28 of the Pension Funds Act

Octagon Moderate (Model Portfolio)
  • Offers moderate capital growth over the medium term
  • Able to tolerate moderate volatility over the short term
  • Has a minimum investment horizon of 3 years or more
  • Aims for returns of inflation plus 4% per annum over any rolling 5-year period
  • Ideal for the moderate risk investor as it is limited to a maximum equities exposure of 60%
  • Conforms to Regulation 28 of the Pension Funds Act

Octagon Sanlam Collective Investments Growth Fund of Funds (Unit Trust)
  • A multi-asset, high-equity fund that aims to deliver returns of inflation plus 5% over any rolling 5-year period
  • The higher allocation to equities (75% maximum) means more assets invested in equities than the Cautious Fund
  • Growth predominantly achieved through capital returns and dividends, accompanied by higher volatility
  • With a bias towards local and offshore equities, this fund is suited to investors with a longer-term investment horizon (5 years+)
  • May hold up to 75% of its assets in equities/shares; no more than 25% can be invested in offshore assets
  • Conforms to Regulation 28 of the Pension Funds Act

Octagon Sanlam Collective Investments Worldwide Flexible Fund of Funds (Unit Trust)
  • Offers investors a ‘best view’, unconstrained growth strategy
  • Invests predominantly in equities; can hold up to 100% of its assets in equities
  • May, at times, be fully invested in offshore assets, local assets, or any amount in between
  • Suited to investors who can absorb the volatility associated with global equity and currency market fluctuations
  • Benchmarked against inflation plus 7% over any rolling 7-year period
  • Regarded as an aggressive-risk, high-growth strategy with possible high levels of volatility
  • Does not conform to Regulation 28 of the Pension Funds Act

USD & GBP-based investment strategies:

Octagon Financial Global Cautious
  • A cautious risk, low-equity, multi-asset investment available in either US dollars or Pound Sterling
  • Provides stable capital growth through higher exposure to fixed-interest markets along with lower levels of exposure to equity markets over a market cycle
  • Suited to investors who want steady capital growth over a 5-year or longer period
  • Equity exposure is limited to 50% of total assets invested in the fund

Octagon Financial Global Balanced
  • A moderate risk investment, medium-equity, multi-asset investment available in either US dollars or Pound Sterling
  • Provides long-term capital growth through a managed exposure to both equity and fixed-interest markets over a market cycle
  • Ideal for investors looking for balanced capital growth over a 5-year or longer period
  • Total equity exposure is limited to 75% of total assets invested in the fund

Octagon Financial Global Flexible Equity
  • An aggressive risk, flexible investment strategy available in either US dollars or Pound Sterling
  • Provides high levels of long-term capital growth through managed exposure to equity markets over a market cycle
  • Ideal for investors looking for  above average capital growth over a 5-year or longer period
  • Total equity exposure can be maximised at 100% of the fund

Our exclusive local (ZAR based) range of Octagon Sanlam Collective Investments Funds of Funds and offshore (USD & GBP) Investment Wrap portfolios all boast a diversity of investment strategies, designed to fulfil the wealth priorities of the most discerning investors.

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CIS Disclosure

Sanlam Collective Investments (RF) (Pty) Ltd “SCI” is a registered and approved manager in collective investment schemes in Securities. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and the value of investments/units /unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee with respect to either the capital or the return of a portfolio. Income funds derive their income primarily from interest-bearing instruments. The yield is a current and is calculated on a daily basis. A fund of funds portfolio is a portfolio that invests in portfolios of collective investment schemes that levy their own charges, which could result in a higher fee structure for the fund of funds.  Investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk as well as potential limitations on the availability of market information. The manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. SCI retains full legal responsibility for the co-branded portfolios.