We provide a range of fund solutions to meet your clients’ capital growth and income requirements, drawing on the research and investment expertise of our award-winning teams. We also offer fund solutions to wholesale and institutional clients through Sanlam Investments.
Multi-asset range
The multi-asset range is a cost effective way to access our multi-asset investment expertise. The funds use the same investment philosophy and process behind our discretionary portfolios but with lower management fees.
The range consists of four funds with different long-term return and risk objectives so may appeal to a variety of clients based on their individual attitude to risk.
Managed by our multi-asset team, the funds are directly invested to avoid third-party fees, making it easy for your clients to invest in a diversified portfolio of global assets.
Global high quality fund
Our global high quality (GHQ) fund provides the foundations of our in-house investment research and help to fuel our model portfolios and full discretionary management services.
The GHQ fund aims to produce compound total returns in excess of the MCSI World Index over the medium to long term. We seek to do this primarily by taking high-conviction positions in well-managed, high-quality businesses that are attractively valued.
Our multi-award winning team has been recognised again this year following voting and recognition of both clients and industry peers.
The fund takes high conviction positions in well-run, high-quality businesses to deliver portfolio growth for our clients.
Pinnacle funds
Sanlam pinnacle funds are selected by our investment experts for their exceptional track records and strong potential for future performance. Some of the funds are exclusive to Sanlam, and we believe this range represents the best funds available in the market.
We have sourced the pinnacle range from an array of asset managers, covering all major regions and sectors. That includes specialised smaller funds for your clients who require a more bespoke investment choice. Investing is straightforward and it’s also free and easy to switch between funds.
Model portfolios
Managing wealth to agreed risk profiles can be particularly time consuming, and comes with additional regulatory responsibilities. That’s why many advisers choose to use Sanlam’s risk-rated model portfolio services.
Sanlam offers four types of portfolio solution:
These provide the flexibility and control that today’s financial advisers need to meet different investment objectives with precision through the most appropriate vehicles, including ISAs and SIPPs.
If you would like to use this model portfolio approach within our specialist range – including the OneSIPP and Section 32 – transfer pension portfolio we can also offer this approach by using insured funds to create these models.