SVS Sanlam Global Gold and Resources Fund

We invest in shares of gold mining companies, precious metal related companies and resources based companies. We also invest in gold bullion shares, other transferable securities, money market instruments, deposits, collective investment schemes and warrants.

We seek both income and capital growth using a top-down and bottom-up investment approach with extensive due diligence.

Environmental, Social and Governance

Active and ongoing engagement with companies rather than outright exclusion. We believe that over the long term, integration of robust ESG policies make good business sense.

• We have always been mindful of issues which may impact the sustainability of returns over the medium to long term
• ESG issues are considered when they may have a material impact on investment risk or return

• All teams have access to the detailed ESG reports so include this risk analysis as part of their due diligence
• Comparable company scores allow for best-in-class analysis at the sub-industry, sector and regional level
• Quarterly investment committee meetings review ESG reports on each fund, looking at the overall score and challenging on the riskier or more controversial holdings.