>

Please feel free to get in touch

Products, Services & Performance

Investment Performance

The proof of the pudding is in the eating...

Fine ideas need to backed by sound performance. See how our risk targeted portfolios and investment funds have performed through our bi-annual portfolio review and fact sheets and track the daily prices of the funds which make up the Pinnacle Range.

Image Description

Portfolio Review

The latest Sanlam Portfolio Review; a bi-annual update of our Sanlam Portfolio Solutions is available here.

Sanlam Portfolio Solutions

Active Model Portfolios

A range of investment funds blended in line with the risk profile and managed by a portfolio manager who is looking to outperform the relative benchmark.

More

Passive Model Portfolios

A range of tracker funds blended in line with the risk profile, designed to track the relative benchmark and offer a lower cost option.

More

Socially Responsible Investments (SRI) Model Portfolios

Similar to the active model portfolios, except the SRI model portfolios consist of funds with an ethical focus.

More

Sanlam Income Fund

An income producing Open Ended Investment Company (OEIC), managed in line with the Accel Green risk benchmark. Click to find out more and see performance data.

More

Sanlam Smooth

A range of model portfolios that include specialist funds which aim to provide cushioning against market falls in order to provide a smoother investment journey.

More

Fund Choice

The Fund Choice Guides below provide performance figures and associated costs relating to funds available within the Specialist range. Please review the contents page within the Fund Choice Guide to ensure you are reviewing the guide which is relevant to the product you hold.

Daily Prices

Details on the latest funds and prices can be found by clicking here.

Please ring 0117 975 2257 for pricing information on policies taken out before April 1977. 

Past performance is no guarantee to future performance. The value of investments can fall as well as rise and you may not get back the amount originally invested.

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.