Investment management - Funds

As a dedicated fund management business we are committed to achieving strong fund performance and doing so with integrity. 

Our culture and values focus on being professional, trustworthy and effective. And we always aim to provide an excellent service to professional advisers.

For information regarding the following funds, please contact Sanlam Investments

Investment Management Funds

Smith & Williamson funds

Smith & Williamson's range of onshore and offshore funds are all ISA qualifying.

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How To Invest

How to invest

Find information here for Smith & Williamson's onshore and offshore investment fund range.

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Key Investor Information Documents

Key Investor Information Documents (KIIDs) and factsheets

A KIID contains the essential information for understanding the nature and risks of a fund. Each Fund has its own KIID. Investors are strongly advised to read it to help make an informed decision about whether to invest. Further information is contained in the full prospectus.

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Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

 

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