Please feel free to get in touch

Please see our Website Privacy Policy for information

Our Specialist Range

Your Model Portfolio Service

Investment Choice with focused management

Using the funds available from the Pinnacle Range, your appointed Investment Manager will be able create, monitor, manage and review a Model Portfolio which aims to match your personal risk profile and financial objectives.

As with the Sanlam Accel Funds, your Model Portfolio can be run in line with our benchmarks, thereby ensuring investment management closely aligned with the amount of risk you would like to take.

Available on:

  • The Transfer Pension Portfolio 
  • The OneSIPP

Please Remember...

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.

Sanlam Investment and Pension’s products are designed to enable clients to invest through a range of options. These options are primarily linked to stock-market performance and are not guaranteed. Please note that past performance is no guarantee to future performance. Capital is at risk and the investment return may be less than 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.