N AV I G AT E R E S E A R C H P R O C E S S & F U N D P E R F O R M A N C E. Leigh Köhler Head of Glacier Research
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1 N AV I G AT E R E S E A R C H P R O C E S S & F U N D P E R F O R M A N C E Leigh Köhler Head of Glacier Research
2 T H E N E E D F O R F U N D RESEARCH I S G R O W I N G MORE THAN LOCAL FUNDS MORE THAN OFFSHORE FUNDS
3 GLACIER RESEARCH C H A R T I N G A S I M P L E R O F F S H O R E I N V E S T M E N T C O U R S E
4 G L A C I E R R E S E A R C H G L A C I E R C O N S U L T I N G Leigh Köhler MBA Cum Laude, B.Com (Hons) Economics Francis Marais, CFA B.Com (Hons ) Financial Analysis Patrick Mathabeni B.Com (Hons) Financial Management, CFA level 2 candidate Lesego Mogomotsi B.Com Investment Management, Post Graduate Diploma in Financial Planning Liesl-Mari de Jager B.A. Hons (Ind Psych) Cum Laude, MBA (Cum Laude) Darren Burns, CFA B.Com (Hons ) Financial Analysis and Portfolio Management Dean de Nysschen Luke McMahon Shawn Phillips Imraan Khan Sanusha Gopaul Cindy Mathews-De Vries B.Com Investment and Financial Management, CFA level 3 candidate B.Com (Hons) Business Administration B.Soc.Sci, B.Com (Hons) Financial Analysis and Portfolio Management, Passed CFA 1 exam B.Com (Finance and Economics), B.Com (Hons) Finance and Investment B.Com Risk Management M.Sc Computational Finance, AIMMP
5 Asset Manager Due Diligence I nterviews Bi- annual London Fund M anager Visits YTD
6 SHOPPING LIST LOCAL SHOPPING LIST INTERNATIONAL NAVIGATE SHOPPING LIST
7 RESEARCH PROCESS Initial Screening Analysis Quantitative Analysis Qualitative Analysis Final Selection R e v i e w AIM To identify funds that deliver consistent first and second quartile outperformance while protecting capital in adverse market conditions
8 QUALITATIVE Due Diligence Questionnaire Due Diligence Meetings View
9 F I N A L S E L E C T I O N Team-based discussion Add to or remove funds from Navigate
10 FINAL RESULT: GLACIER INTERNATIONAL SHOPPING LIST G L O B A L C A U T I O U S F U N D S G L O B A L M O D E R AT E F U N D S G L O B A L E Q U I T Y F U N D S 1 2 Best in class based on superior qualitative characteristics Consistent outperformance on capital protection in market downturns
11 F U N D M A N A G E R S S E L E C T E D
12 B A I L L I E G I F F O R D M A N A G E D Fundamental bottom-up growth investors Active management for more than 100 years. Independent business, wholly owned by current partners Experienced portfolio managers across all asset classes global equities and fixed income Collaborative and team-based decision-making process More than 95 investment professionals all contributing to the outcome of the Managed Fund
13 S C H R O D E R S G L O B A L E Q U I T Y A L P H A Positive earnings revisions philosophy The house has a 200 year pedigree of money management Stable ownership structures Schroder family still own 48% of company Experienced head PM in Alex Tedder Differentiated investment process through the extensive focus on ESG factors and use of a large data analytics team.
14 D O D G E & C O X G L O B A L S T O C K Fundamental bottom-up value investors Managing money for almost 90 years Independence of firm and active employee ownership Small range of focused products Size, experience and stability of the investment team more than 70 investment professionals with an average tenure of 20 years. Rigorous investment approach all stocks move through an analyst, team and policy committee assessment.
15 I N V E S T E C G L O B A L F R A N C H I S E Large cap, concentrated, quality investors Low-turnover, benchmark-agnostic portfolio Experienced investment team located in 3 regions SA, UK and US. Experienced head PM in Clyde Rossouw
16 GLACIER OPTIMISATION
17 PROCESS 1 STARTS BY LOOKING AT THE ENTIRE SHOPPING LIST 2 UTILITY FACTOR 3 FUND ALLOCATION 4 OPTIMISATION FACTORS 6 QUALITATIVE OVERLAY 5 TIME PERIOD WEIGHTINGS Downside risk Contribution to risk Maximum drawdowns Utility-adjusted returns Risk-adjusted returns
18 PORTFOLIO CONSTRUCTION The aim of the Glacier optimisation is to maximise risk-adjusted returns MODERATE FUND CAUTIOUS FUND MODERATE FUND EQUITY FUND EQUI TY FUN D EQUITY FUND EQUITY FUND EQUITY FUND CAUTIOUS FUND CAUTIOUS FUND CAUTIOUS FUND MODERATE FUND O P T I M I S E D C A U T I O U S P O R T F O L I O O P T I M I S E D M O D E R AT E P O R T F O L I O O P T I M I S E D A G G R E S S I V E P O R T F O L I O
19 MODERATE GROWTH (USD) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/18 Navigate Optimised Moderate 10.23% Navigate EW Moderate 8.31% / / / / / / / / /2018 Category Average 6.91%
20 CAUTIOUS GROWTH (USD) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/18 Navigate Optimised Cautious 5.74% Navigate EW Cautious 5.69% / / / / / / / / /2018 Category Average 4.07%
21 AGGRESSIVE GROWTH (USD) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/18 Navigate Optimised Agressive 14.46% Navigate EW Agressive 14.02% / / / / / / / / /2018 Category Average 8.12%
22 CAUTIOUS GROWTH (GBP) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/18 Navigate Optimised Cautious 7.56% Navigate EW Cautious 5.45% / / / / / / / / /2018 Category Average 4.69%
23 MODERATE GROWTH (GBP) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/18 Navigate Optimised Moderate 10.23% / / / / / / / / /2018 Navigate EW Moderate 8.67% Category Average 6.91%
24 AGGRESSIVE GROWTH (GBP) 2 YEARS (ANNUALISED) Investment Growth Time Period 01/04/ /03/ / / / / / / / / /2018 Navigate Optimised Aggressive 17.39% Navigate Global Equities 14.24% Category Average 10.41%
25 THANK YOU
26 G L A C I E R F I N A N C I A L S O L U T I O N S ( P T Y ) LT D I S A L I C E N S E D F I N A N C I A L S E R V I C E S P R O V I D E R. Any information contained in this presentation as well as any opinions expressed and information provided by any employee, officer or director of Sanlam Life Insurance Limited ( Sanlam ) and any of its subsidiaries during and pursuant to this presentation, shall not be construed as advice as contemplated in the Financial Advisory and Intermediary Services Act 37 of Neither Sanlam nor any of its subsidiaries accordingly accepts any liability whatsoever for any direct, indirect or consequential loss arising from the use of this document or its contents.
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