Shareholder information

News

10 March 2022

Foundations for future growth

Sanlam released its annual results for the year ended 31 December 2021. In 2021 the Sanlam Group laid the foundations for future growth by strongly developing our platforms and at the same time delivering a strong performance in a difficult operating environment. We are building on our purpose-led strategy across the Sanlam Group as part of our ongoing sustainability journey to focus on shared value creation...

Read more

20 May 2022

Sanlam is a certified Impumelelo Top Empowered Company

We’ve been identified as one of the business leaders who are at the forefront of Socio-Economic Transformation and play a significant role in empowering generations to be financially confident.

Read more

6 December 2021

Sanlam’s agreements with Alexander Forbes

Sanlam today announced it has concluded agreements with Alexander Forbes on two transactions involving Alexander Forbes’ Individual Client Administration operations (the AFICA group) and Sanlam’s large stand-alone employee benefits (EB) retirement fund administration business.

Read more

Our commitment to responsible investment

Sanlam Investments provides retail and institutional clients in South Africa, the United Kingdom and elsewhere in Europe access to a comprehensive range of specialised investment management and risk management expertise. The manner in which institutional investors approach environmental, social and governance (ESG) issues is gaining increased attention around the world. Globally, it is estimated that there are US$22,89 trillion of assets being professionally managed under responsible investment strategies — an increase of 25% since 2014.

Pension funds, insurers and asset managers should be equipped to understand and respond to potential risks and opportunities arising from ESG-related factors in order to safeguard the assets that they invest on behalf of their clients. Understanding ESG issues and the potential impact of ESG factors on both their investment strategy and the broader operating environment is therefore an integral part of good governance for institutional investors.

As value investors, Sanlam Investments’ investment philosophy is to make use of opportunities created when prices differ from their fair value. Generally, Sanlam invests in assets that are trading below its fair value estimate and disinvests from assets that are trading above its fair value estimate. Sanlam’s team of analysts therefore conduct in-depth research to gain insights into what an asset is truly worth, instead of what investors are willing to pay.

Accordingly, we promote the incorporation of environmental, social and governance factors (ESG) into investment decisions to better understand the risks and opportunities inherent in our investments. To guide this process, we subscribe to the global UN-supported Principles of Responsible Investment (PRI) and have adopted the Code for Responsible Investing in South Africa (CRISA) principles. We also acknowledge the need and importance of the UN Sustainable Development Goals and our country’s National Development Plan. As part of our commitment to this agenda, we will report on progress annually through the PRI and CRISA framework.

We invite Sanlam shareholders to engage with our investor relations team for more information.

Sanlam's credit rating

Standard & Poors (S&P) issued the following ratings for Group companies on 22 October 2021:

Sanlam Limited

• SA National Scale: zaA+

Sanlam Life Insurance Limited

• SA National Scale: zaAAA

Subordinated debt issued by Sanlam Life Insurance Limited

• SA National Scale: zaA+

Santam Limited

• SA National Scale: zaAAA

Santam Structured Insurance Limited

• SA National Scale: zaAA

Sanlam Capital Markets

• SA National Scale: zaAA