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Investing your Money

Passive Model Portfolios

How do they work?

A Sanlam portfolio manager will select a number of index-tracking investment funds and blend them into a portfolio in line with the risk profile. They will aim to match, as closely as possible, the risk and reward of your Sanlam risk benchmark over the long term. This means that your portfolio will almost always slightly underperform this benchmark due to costs and “tracking errors”.

Who's it suitable for?


Those who are cost-conscious or don’t believe it's possible to outperform the benchmark through active management. 

You can view the Passive Model Portfolio factsheet here.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.