Funds from Sanlam Investments UK Limited

An industry standard document that provides a description of the minimum set of data (defining a product’s target market, distribution strategy which is consistent with the identified target market and disclosing its costs and charges) from product manufacturers of financial instruments to distributors, firms who distribute these products.

These Funds are suitable for all investor types of all levels of knowledge and experience coming into the fund from all available distribution channels. Investors should be seeking no capital guarantee and be able to bear losses up to their full investment. These Funds seek to increase capital and has a neutral stance on income growth over a long time period.

Please refer to the latest EMT or KIID for the Synthetic Risk Reward Indicator (SRRI).

• SVS Sanlam European Equity Fund Class B - Income Units
• SVS Sanlam European Equity Fund Class Z - Income Units
• SVS Sanlam Global Gold & Resources Fund Class B - Income Shares 
• SVS Sanlam North American Equity Fund Class B - Income Units
• SVS Sanlam North American Equity Fund Class C - Income Units USD
• SVS Sanlam North American Equity Fund Class X - Income Units USD
• SVS Sanlam North American Equity Fund Class Z - Income Units

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These Funds are suitable for all investor types of all levels of knowledge and experience coming into the fund from all available distribution channels. Investors should be seeking no capital guarantee and be able to bear losses up to their full investment. These Funds seek to grow income and has a neutral stance on capital growth over a long time period.

Please refer to the latest EMT or KIID for the Synthetic Risk Reward Indicator (SRRI).

• SVS Sanlam Fixed Interest Fund Class B - Accumulation Units
• SVS Sanlam Fixed Interest Fund Class B - Income Units
• SVS Sanlam Fixed Interest Fund Class Z - Income Units

Supplementary Information Document (SID) 

Individual application form 

Institutional application form 

• SVS Sanlam European Equity Fund - reports and accounts
• SVS Sanlam Fixed Interest Fund - reports and accounts
• SVS Sanlam Global Gold and Resources Fund - reports and accounts
• SVS Sanlam North American Equity Fund - reports and accounts

The Key Investor Information Document (KIID) is not marketing material. A KIID contains the essential information for understanding the nature and risks of a fund. Each Fund has its own KIID.

Where your client invests directly with us, we must confirm that they have seen up-to-date versions of the required documents before we can proceed.

Further information is contained in the full prospectus, copies of which can be obtained by telephoning 0141 222 1151.

SVS Sanlam European Equity Fund

• SVS Sanlam European Equity Fund - B Class Income Units - ISIN (GB00B4LLXV18)
• SVS Sanlam European Equity Fund - Z Class Income Units - ISIN (GB00BPGBZD91)

SVS Sanlam Fixed Interest Fund

• SVS Sanlam Fixed Interest Fund - B Class Accumulation Units - ISIN (GB00BF7TH924)
• SVS Sanlam Fixed Interest Fund - B Class Income Units - ISIN (GB00B3T5LK39)
• SVS Sanlam Fixed Interest Fund - Z Class Income Units - ISIN ( GB00BPGBZF16)

SVS Sanlam Global Gold and Resources Fund

• SVS Sanlam Global Gold and Resources Fund - B Class Income Shares - ISIN (GB00B3RJHY30)

SVS Sanlam North American Equity Fund

• SVS Sanlam North American Equity Fund - B Class Income Units - ISIN (GB00B40T1C34)
• SVS Sanlam North American Equity Fund - C Class Income Units USD - ISIN (GB00BPGBZC84)
• SVS Sanlam North American Equity Fund - X Class Income Units USD - ISIN (GB00BPGBZB77)
• SVS Sanlam North American Equity Fund - Z Class Income Units - ISIN (GB00BPGBZ402)

• SVS Sanlam Unit Trusts - Prospectus
• SVS Sanlam Global Gold & Resources Fund - Prospectus

• SVS Sanlam European Equity Fund - TCFD Product Report
• SVS Sanlam Fixed Interest Fund - TCFD Product Report
• SVS Sanlam Global Gold & Resources Fund - TCFD Product Report
• SVS Sanlam North American Equity Fund - TCFD Product Report