Sanlam rolls out passive model portfolio range

clock

Sanlam UK subsidiary Sanlam Investments & Pensions has launched a range of risk-rated passive model portfolios.

Launched via its specialist wrap offering, Portal, the portfolios are part of Sanlam's Accel risk profiling investment process. Managed by Sanlam Fund Solutions, each passive model aims to recreate one of Accel's seven colour-coded risk category benchmarks. The Accel tool looks at three elements of a client's risk profile: risk tolerance, risk capacity and end goals. "We see growing interest in index investing from advisers, so it makes sense to offer devotees of the style an Accel-ready solution," said Sanlam UK head of investment solutions Rick Eling. "Whether active or passiv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Woodford sets date for portfolio platform launch

Woodford sets date for portfolio platform launch

W4.0 will launch on Friday 6 June

Cristian Angeloni
clock 03 June 2025 • 1 min read
FCA seeks feedback on stablecoin and crypto policy proposals

FCA seeks feedback on stablecoin and crypto policy proposals

Feedback deadline set at 31 July

Patrick Brusnahan
clock 29 May 2025 • 1 min read
Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

Orbis Investments
clock 22 May 2025 • 5 min read