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Skip Navigation LinksGlobal Investment Plan

Model Portfolio Service

The Portfolios can be accessed through the Sanlam Global Investment Plan.

When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met.

Asset allocation has never been more important than post the financial crisis. Determining a sensible asset allocation is the key factor to strong long-term performance. We believe that strategic asset allocation is the best approach to investing over the long-term for a number of reasons:

  • Systematic process using a mathematical optimisation algorithm to set allocations
  • Simple quarterly rebalancing
  • Concept is akin to a "buy and hold" strategy, rather than an active trading approach
  • No market timing as tactical asset allocation attempts to do
  • No fund selection issues

We have created four risk-profiled portfolios, Conservative, Balanced, Growth and High Growth, each of which is constructed with active funds
managed by world class asset managers.

MPS – Conservative Portfolio

Suitable for investors looking for ‘conservative’ growth.

Download Factsheet (USD)

MPS – Balanced Portfolio

Suitable for investors looking for ‘moderate’ growth.

Download Factsheet (USD)

MPS – Growth Portfolio

Suitable for investors looking for growth.

Download Factsheet (USD)

MPS – High Growth Portfolio

Suitable for investors looking for more ‘aggressive’ growth.

Download Factsheet (USD)
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