Eswatini Eswatini

SIM manages a broad range of portfolios for various clients:

• Institutional clients include corporate entities, retirement funds, long-term insurers, short-term insurers, and medical schemes;
• Retail portfolios include funds such as unit trusts for individuals and smaller investments from institutional investors.

Our investment platform caters for a wide range of products and capabilities. Our products and portfolios are packaged as follows:

• Segregated portfolios, which are structured to suit a client’s risk profile and preferences, and are suited to large institutional clients. The underlying assets are registered in the name of the client.
• Pooled portfolios, which are risk-profiled, are suitable for small and medium retirement funds and are underwritten, using the Sanlam Life insurance licence. The underlying assets are pooled together and unitised, and each client owns units in the pooled portfolio.

Typical portfolios include:

• Sanlam Investment Management Balanced Fund
• SIM Swaziland Money Market Fund

The fund will seek to maximise interest income whilst ensuring capital preservation, always allowing a fair level of equity. The fund will invest in a range of short-term money market products available exclusively in Swaziland Lilangeni.

• Yekucala Infrastructure Fund

The fund will invest mainly in property, energy, health and ICT with a strong focus on public private partnerships. The fund is suited for infrastructure with a relatively short period so that investor returns are realised as soon as possible.

Swaziland Unit Trusts Application Form

Sports Development: In ensuring healthy nation participation, the development of sports in the country is crucial. As Sanlam Investments Eswatini, we are committed to contributing not only to a financially fit nation but also a healthy nation.

Children: Bantfwana ngumliba loya embili [Children are the future]. Our commitment and support in developing a well-rounded and financially-savvy generation is priority for SIM Eswatini’s CSR programmes.

Women Empowerment: In our endeavour to see empowered women in our society, SIM Eswatini will be embarking on a few projects aimed at advancing women in our country. Specific emphasis will be placed on disadvantaged women in the country.