Sanlam launches conservative multi-asset fund for CIO Smeaton

0.79% OCF

clock • 1 min read

Sanlam UK has launched a new multi-asset fund for chief investment officer Phillip Smeaton.

The Sanlam Conservative fund has an ongoing charges figure (OCF) of 0.79% and a risk rating of two out of five, which makes it the lowest risk-targeted vehicle on offer. Sanlam said the fund will invest directly in asset classes including equities, fixed income and real estate using the same philosophy and process as its discretionary portfolios. Smeaton said: "Amid the ongoing uncertainty around the world, clients are in need of a range of strategies that suit their differing, and often shifting, attitudes to risk. "The launch of the ‘Conservative' multi-asset fund will ensure tha...

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

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read