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Investing your Money

Socially Responsible Model Portfolios

How do they work?

A Sanlam-appointed portfolio manager will select a range of different investment funds with a bias towards socially responsible/ethical investment. The funds will be blended into a portfolio in line with your risk profile. They will aim to outperform your Sanlam risk benchmark over the long term whilst also focusing on socially responsible funds.

Who's it suitable for?

Those who want their portfolio manager to make active decisions whilst also looking to hold investments with an ethical focus. 

You can view the Socially Responsible Model Portfolios 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.