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Fund Range and Documentation Fund Range and Documentation

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Fund Range and Documentation

The prospectuses for the three available fund platforms are available here (click on the fund name below):

Sanlam Universal Funds Plc
(A UCITS Fund)

Sanlam Global Funds Plc
(A Retail Investor Alternative Investment Fund)

Sanlam Qualifying Investors Funds Plc
(A Qualifying Investor Alternative Investment Fund)

Sanlam Universal Funds Plc: One of the key regulatory requirements of the UCITS IV Directive is to ensure that all investors receive a Key Investor Information Document (KIID) for the relevant UCITS fund before an investment is made. The KIID, which follows a prescribed format, is a two page disclosure document and is available from the Manager or the Registrar and Transfer Agent. The KIID is a pre-contractual requirement which you must receive before you or your clients invest. Sanlam Universal Funds Plc will publish KIID's each year end or as and when any material changes take place. The KIID aims to provide clear, simple investment information to investors by setting out the essential characteristics of each fund, to enable an investor to understand the nature and risk of the fund being offered for investment.

KIID is not produced for the Retail Investor Alternative Investment Funds or the Qualifying Investor Alternative Investment Fund.

The following table details our comprehensive fund range. Fund supplements, KIID’s, MDD’s and/or factsheets are available by clicking on the relevant field. An MDD will be available for all FSB approved funds.
The General Investor reports for S65 approved funds can be found in the Fund accounts and Reports section on our website or by clicking here.



Sanlam Universal Funds Plc

Supplement
Key Investor Information Documents
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No No
Supplement
Key Investor Information Documents
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Class A  |  Class B  |  Class C (GBP)  |  Class C (USD)  |  Class E
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
Class A (EUR)  |  Class A (GBP)  |  Class A (USD)  |  Class B  |  Class C  |  Class C (GBP)   |  Class D (USD)  |  Class E  |  Class F (USD)  | 
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Class A  |  Class B  |  Class C  |  Class D  |  Class E   |  Class E (GBP)
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Class A  |  Class E
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheet
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No No
Supplement
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Fund Fact Sheet
FSB S65 Minimum Disclosure Documents
Class D  |  Class E
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheet
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS No
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
Class A  |  Class B  |  Class C  |  Class E  |  Class I (USD)  | 
Class I (GBP)  |  Class S (USD)
Fund Fact Sheets
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS
Supplement
Key Investor Information Documents
FSB S65 Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
UCITS

Sanlam Global Funds Plc

Supplement
Fund Fact Sheet /
Minimum Disclosure Document
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
Fund Fact Sheet /
Minimum Disclosure Document
Approvals
Ireland
Authorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet /
Minimum Disclosure Document
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
Fund Fact Sheet /
Minimum Disclosure Document
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
Fund Fact Sheet /
Minimum Disclosure Document
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
Fund Fact Sheet /
Minimum Disclosure Document
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No
Supplement
Fund Fact Sheet
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Retail Investor AIF No No

Sanlam Qualifying Investors Funds Plc

Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
Supplement
For Investment by
Ireland
Autorised by the Central Bank
South Africa
FSB S65 approved
UK
FCA recognised
Qualifying Investor AIF No No
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