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Fund choice guide Current product range - sanlam.co.uk

Fund choice guideCurrent product rangeQuarter 3 20182 Sanlam | Fund choice guideThe Pinnacle range The peak of investment opportunities The Pinnacle range is a group of funds which we believe are amongst the best investments of their type available in the market today. Some of the fund links are exclusive to Sanlam Investments and Pensions and you will have the freedom to pick and choose from the entire range (subject to a maximum of ten funds at any one time). Using our knowledge of the market, we ve assembled not just some of the best-performing flagship funds, but also a varied and diverse selection. These are top-class investments that have been selected by our investment experts for their strong potential future performance. It s a range that never stands still either. We periodically review the market with a view to offering the freshest most promising funds available.

3 — Sanlam | Fund choice guide Contents 4 Fund links available under our Pinnacle Range 6 Key benchmark movements and economic indicators 7 Pinnacle Range of funds: pension

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Transcription of Fund choice guide Current product range - sanlam.co.uk

1 Fund choice guideCurrent product rangeQuarter 3 20182 Sanlam | Fund choice guideThe Pinnacle range The peak of investment opportunities The Pinnacle range is a group of funds which we believe are amongst the best investments of their type available in the market today. Some of the fund links are exclusive to Sanlam Investments and Pensions and you will have the freedom to pick and choose from the entire range (subject to a maximum of ten funds at any one time). Using our knowledge of the market, we ve assembled not just some of the best-performing flagship funds, but also a varied and diverse selection. These are top-class investments that have been selected by our investment experts for their strong potential future performance. It s a range that never stands still either. We periodically review the market with a view to offering the freshest most promising funds available.

2 This also includes specialised smaller funds, which are now being demanded by the more sophisticated Pinnacle range has been sourced from an array of providers and spans the major regions and sectors of the Investment Management Association. But, because they have all been brought together by Sanlam Investments and Pensions, you only have to deal with us, rather than having the time-consuming process of going through several external fund managers. And switching between funds is currently Sanlam | Fund choice guideContents4 Fund links available under our Pinnacle Range6 Key benchmark movements and economic indicators7 Pinnacle range of funds: pension14 Pinnacle range of funds: life21 Pinnacle range of funds: ISA28 Explanation of termsThis guide is for our: Self-Invested pension Portfolio (taken out after January 2007) OneSIPP Transfer pension Portfolio (taken out after August 2007) Investment Portfolio (taken out after February 2008) Versatile Investment Portfolio Sanlam ISA* (taken out from January 2009 to December 2012) Sanlam Offshore Bond, see note 7 on last page (taken out from January 2010 to December 2012)*Please note that this guide does not cover Sanlam Portal products (GIA, ISA, Personal pension or Onshore Bond)Please see the separate Fund choice guide covering our historic product range .

3 Policies taken out between February 1994 and January 2007 (portfolio product range ) Policies taken out between April 1977 and February 1994 (pre-portfolio product range )Please also refer to our separate Fund choice guide for closed Sanlam | Fund choice guideFund links available under our Pinnacle RangePast performance is not a reliable indicator of future results. The value of investments can go down as well as up and may be affected by exchange rate variations. As a result, the benefits available under any policy/account linked to the fund may be lower than anticipated. You may not get back the amount originally invested. To change your fund choice , please complete the Fund switch authority form, which is available Asset ManagersAberdeen Asia PacificAllianz Global InvestorsAllianz Bric StarsAllianz Gilt YieldArtemis Investment ManagementArtemis CapitalArtemis European GrowthArtemis High IncomeArtemis IncomeArtemis Strategic BondArtemis UK Smaller CompaniesArtemis UK Special SituationsAviva Investors^Aviva Investors Property TrustAXA Framlington Investment ManagementAXA Framlington American GrowthAXA Framlington JapanAXA Framlington Managed BalancedAXA Framlington Monthly IncomeAXA Framlington UK Select OpportunitiesBaillie Gifford & CoBaillie Gifford Corporate BondBlackRock Investment ManagersBlackRock Asian Special SituationsBlackRock Continental EuropeanBlackRock Continental European Equity TrackerBlackRock Continental European IncomeBlackRock Corporate Bond TrackerBlackRock Emerging Markets Equity TrackerBlackRock European Dynamic No2 BlackRock

4 Gold and GeneralBlackRock Japan Equity TrackerBlackrock Natural Resources Growth and IncomeBlackRock North American Equity TrackerBlackRock Pacific ex Japan Equity TrackerBlackRock UKBlackRock UK Equity TrackerBlackRock UK Smaller CompaniesBlackRock UK Special SituationsCazenove Capital ManagementCazenove EuropeanCazenove Strategic BondCazenove UK OpportunitiesCity Financial Investment Company LtdCity Financial Absolute EquityFidelity Investments InternationalFidelity Global PropertyFidelity Global Special SituationsFidelity Index USFidelity Institutional Emerging MarketsFidelity Institutional UK GiltFidelity Multi Asset StrategicFidelity MultiManager GrowthFidelity South East AsiaFidelity Strategic BondFidelity UK IndexSIP Fidelity American ManagedSIP Fidelity European ManagedSIP Fidelity International ManagedSIP Fidelity International Special Situations ManagedSIP Fidelity Japan ManagedSIP Fidelity Pacific ManagedSIP Fidelity UK ManagedFirst StateFirst State Asia Pacific LeadersFranklin Templeton Investment ManagementFranklin UK Managers FocusFranklin UK Mid CapTempleton Global Total Return BondGLG PartnersGLG Continental EuropeGLG Japan CoreAlphaGLG TechnologyHenderson Global InvestorsHenderson All Stocks CreditHenderson China OpportunitiesHenderson European Selected OpportunitiesHenderson European Smaller CompaniesHenderson Institutional Cash CorporateHenderson Multi-Manager ActiveHenderson Preference and BondHenderson Strategic BondHenderson World SelectHSBC Global Asset ManagementHSBC American IndexHSBC FTSE All-Share IndexIFDS Managers LtdIM Argonaut European IncomeInvesco Fund ManagersInvesco Perpetual AsianInvesco Perpetual Corporate BondInvesco Perpetual DistributionInvesco Perpetual Global

5 BondInvesco Perpetual Global Targeted ReturnsInvesco Perpetual JapanInvesco Perpetual Latin AmericanInvesco Perpetual Monthly Income PlusInvesco Perpetual UK FocusInvestecInvestec Cautious ManagedInvestec Multi Asset ProtectorInvestec UK AlphaJo Hambro Capital ManagementJOHCM UK OpportunitiesJPMorgan Asset ManagementJPM Sterling LiquidityJPMorgan Cautious Total ReturnJPMorgan Emerging MarketsJPMorgan Europe Dynamic (ex UK)JPMorgan Europe Smaller CompaniesJPMorgan Global High Yield BondJPMorgan Natural ResourcesJPMorgan Sterling Corporate BondJPMorgan UK Strategic GrowthJPMorgan US 5 Sanlam | Fund choice guideJupiter Unit Trust ManagersJupiter EcologyJupiter Emerging European OpportunitiesJupiter European Special SituationsJupiter Financial OpportunitiesJupiter Global ManagedJupiter High IncomeJupiter Income TrustJupiter International FinancialsJupiter Merlin Balanced PortfolioJupiter Merlin Growth PortfolioJupiter Merlin Income PortfolioJupiter Strategic BondKames CapitalKames Ethical Cautious ManagedKames Ethical EquityKames High Yield BondKames Sterling Corporate BondKames Strategic BondLazard Asset ManagementLazard UK OmegaLegal & General Investment ManagementL&G All Stocks Gilt Index TrustL&G Cash TrustL&G European Index TrustL&G Fixed Interest TrustL&G Index-Linked Gilt

6 Index TrustL&G International Index TrustL&G Japan Index TrustL&G Pacific Index TrustL&G UK Index TrustL&G US Index TrustLegg MasonLegg Mason Japan EquityLegg Mason Japan Equity (Hedged)M&G Fund ManagersM&G Global BasicsM&G Optimal IncomeM&G RecoveryM&G Short Dated Corporate BondM&G Strategic Corporate BondMartin Currie Investment ManagementMartin Currie Asia PacificMartin Currie North AmericanMitonCF Miton UK Value OpportunitiesNeptune Investment Management LimitedNeptune European OpportunitiesNeptune Income FundNeptune Japan OpportunitiesNewtonNewton Global Higher IncomeOld Mutual Fund ManagersCirilium BalancedCirilium ConservativeCirilium DynamicCirilium ModerateCirilium Strategic IncomeOld Mutual Corporate BondOld Mutual Global Strategic BondOld Mutual North American EquityOld Mutual UK Mid CapOld Mutual UK Smaller CompaniesPhoenix Fund Services (UK) LimitedSomerset Emerging Markets Dividend GrowthPolen Capital ManagementPolen Capital Focus GrowthPremier Asset ManagementPremier Pan European Property SharePSigma Unit Trust Managers LtdMiton IncomeSanlam Asset Management (Ireland)

7 LtdP2strategies GlobalSanlam Accel IncomeSanlam Emerging Markets Equity TrackerSanlam FOUR Active Global EquitySanlam FOUR Active UK EquitySanlam FOUR Multi-StrategySanlam FOUR US Dividend IncomeSanlam Global Best IdeasSanlam Global FinancialSanlam Private Wealth Global High QualitySanlam Strategic BondSPW Strategic Investment Grade BondSanlam FOURS anlam FOUR Multi-Strategy Founder AccSanlam Life & Pensions UK Limited**SIP Active Balanced Portfolio Fund**SIP Active Cautious Portfolio Fund**SIP Active Conservative Portfolio Fund**SIP Active Growth Portfolio FundSIP Developing MarketsSIP European EquitySIP Far East Excluding Japan EquitySIP Far East Including Japan EquitySIP Gilt EdgedSIP InterestSIP International EquitySIP JapanSIP ManagedSIP Managed Investment TrustSIP North American EquitySIP Orange Portfolio FundSIP PropertySIP UK EquitySarasin & PartnersSarasin AgriSarSchroder Unit TrustsSchroder European Alpha PlusSchroder Income MaximiserSchroder ISF Asian Total ReturnSchroder Multi-Manager Diversity BalancedSchroder QEP US CoreSchroder RecoverySchroder Strategic CreditSchroder UK Alpha PlusSchroder UK Mid 250 Schroder US Smaller CompaniesSmith & Williamson Investment ManagementS&W European Growth TrustStandard Life InvestmentsSLI Global Index Linked BondT.

8 Bailey Asset Management LimitedT. Bailey Dynamic Cautious ManagedT. Bailey GrowthThesis Unit Trust Management LtdTM Sanditon UK EquityThreadneedle Asset ManagementThreadneedle American SelectThreadneedle European SelectThreadneedle Global BondTwentyfour Asset Management LlpPFS TwentyFour IF Dynamic BondUnicorn Asset ManagementUnicorn UK IncomeVanguard Group (Ireland) LimitedVanguard UK Government Bond^ Funds not available for the Sanlam Offshore Bond** SIP Active Fund range is only available for the following products: OneSIPP Transfer pension Portfolio (Taken out after August 2007) Investment Portfolio (Taken out after February 2008) Sanlam ISA Sanlam Offshore Bond Versatile Investment Portfolio Self-Invested pension Portfolio (Taken out after January 2007)6 Sanlam | Fund choice guide % growth over one year to end September20182017201620152014 FTSE All-Share 500 TR UK/Real Estate Investment Trusts World Asia Pacific ex Japan TR Japan TR World Europe ex UK TR EM (Emerging Markets) TR Retail Price Actuaries UK Conven Gilts All Stocks TR = Total ReturnKey benchmark movements and economic indicators7 Sanlam | Fund choice guide % growth over one year to end September2018 Qtl2017 Qtl2016 Qtl2015 Qtl2014 QtlInitial chargeAMCTERAsia Pacific (excluding Japan)

9 Aberdeen Asia Asian Special Pacific ex Japan Equity South East State Asia Pacific Perpetual Pacific Index Currie Asia ISF Asian Total Far East Excluding Japan Equity % % Pacific (including Japan)SIP Far East Including Japan Equity Fidelity Pacific (Brazil, Russia, India, China)Henderson China bondBlackRock Corporate Bond All Stocks Perpetual Corporate Sterling Corporate Sterling Corporate Fixed Interest Short Dated Corporate Strategic Corporate Mutual Corporate and treasuryL&G Cash (excluding UK)Artemis European Continental Continental European Equity Continental European European Dynamic Continental European Selected range of funds: pensionPast performance is not a reliable indicator of future results. The value of investments can go down as well as up and may be affected by exchange rate variations.

10 As a result, the benefits available under any policy/account linked to the fund may be lower than anticipated. You may not get back the amount originally Sanlam | Fund choice guide % growth over one year to end September2018 Qtl2017 Qtl2016 Qtl2015 Qtl2014 QtlInitial chargeAMCTERIM Argonaut European Europe Dynamic (ex UK) European Special European Index European European Growth European Alpha European Equity Fidelity European European smaller companiesHenderson European Smaller Europe Smaller investmentCirilium MultiManager Multi-Manager Merlin Growth % bondInvesco Perpetual Global Mutual Global Strategic Global Index Linked Global Total Return % Global emerging marketsAllianz Bric Emerging Markets Equity Institutional Emerging % Emerging Emerging Markets Equity Developing Markets Emerging Markets Dividend equity incomeNewton Global Higher growthFidelity Global Special World range of funds.