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Investment Experience and Expertise

The Sanlam Whitelist was established over 20 years ago

It is a leading, impartial guide to UK Equity Income Funds

It is important to investors because:

• Its results are fundamentally based on 5 years' past performances of UK Equity Income funds
• It highlights the most consistent income funds in the UK
• For investors looking for growth, Equity Income funds often produce excellent long-term returns when income is reinvested
• Most of the funds can be held within tax-efficient vehicles such as ISAs and SIPPs

If in doubt whether the featured funds are appropriate for your circumstances, please contact us either by phone on 01225 460010 or email us.

Sanlam Private Wealth

Sanlam Private Wealth is a growing wealth management firm, formed from three well-established private client businesses with a history reaching back over 25 years in this country. Today we employ around 200 investment professionals. Globally, Sanlam Private Wealth has activities in Australia, South Africa and Switzerland.

Sanlam Group

Our UK wealth management business is part of Sanlam Limited, the international financial services group, which has been advising clients around the world for nearly 100 years. Rated 'AA-' by Standard & Poor's in South Africa*, valued in excess of £7 billion, employing over 15,000 individuals worldwide and managing more than £50 billion in client assets, the Sanlam Group is an organisation with a growing global presence.


*Sanlam Limited, the group's non-operating holding company, has been assigned Standard & Poor's 'zaAA-' South African national scale issuer credit rating.