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Portfolio Management

Our clients come to us with a range of investment objectives. We have a variety of portfolios to suit your needs, whether seeking an income from your investments or looking to achieve capital growth.

 

 

Balanced Portfolioshttp://sanlamprivatewealth.sanlam.com/services/portfolio-management/Pages/balanced-portfolios.aspxBalanced PortfoliosOur balanced portfolios offer a variety of Regulation 28 compliant retirement portfolios, providing fully asset allocated portfolio tailored to your chosen risk profile.Benefit from the security of a diversified multi-asset portfolio that matches your needs. These multi-asset class portfolios invest in equities, bonds, money market instruments and property, both locally and offshore.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Balanced Portfolio_1920x226.jpg?RenditionID=5, Balanced Portfolio preview
Equity Portfolioshttp://sanlamprivatewealth.sanlam.com/services/portfolio-management/Pages/equity-portfolios.aspxEquity PortfoliosSanlam’s equity portfolios offer actively managed investments to our South African clients. Our private local or offshore equity portfolio opportunities are diversified seeking out positive returns for our clients.Maximise your returns with expertly managed equity portfolios tailored to your needs. Investing in equities is one of the best ways to get above-average total returns on your investment.http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Equity Portfolio_1920x226.jpg?RenditionID=5, Equity Portfolio preview
Equity Fundhttp://sanlamprivatewealth.sanlam.com/services/portfolio-management/Pages/equity-fund.aspxEquity FundThe fund is managed in line with the investment strategy that governs the flagship equity model portfolio, which has consistently outperformed the FTSE/JSE All Share Index (ALSI) over one, three and five years. http://sanlamprivatewealth.sanlam.com/SPWBannerImages/Equity Fund_1920x226.jpg?RenditionID=5, Equity Fund preview

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