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Sanlam Smooth Portfolios

The Portfolios can be accessed through the Sanlam Global Investment Plan. By selecting the Sanlam Smooth Portfolios as an investment option, clients will automatically receive the Intergenerational Wealth Transfer (the return of an initial investment amount on the death of the last surviving Plan holder).

The Sanlam Smooth Portfolios provide investors with global market exposure through two risk profiles:

  • Preserver is suitable for investors looking for "conservative" growth but who are concerned with capital preservation.
  • Accumulator is suitable for investors looking for more "moderate" growth but who want a level of capital preservation.

The Smooth Portfolios are constructed by combining growth assets (a mix of the SMR Fund and the underlying funds of the MPS Balanced Portfolio) and a defensive asset (a short duration fixed income fund). A risk management strategy is applied to decide the allocation between the two types of assets.

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Smooth Portfolios

Sanlam Smooth Portfolio – Preserver

Suitable for investors looking for "conservative" growth but are concerned with capital preservation.

Download Factsheet (USD)

Sanlam Smooth Portfolio – Accumulator

Suitable for investors looking for more "moderate" growth but want a level of capital preservation.

Download Factsheet (USD)

How the Smooth Portfolios work

Sanlam Smooth Portfolios Overview Download PDF
Sanlam Smooth Portfolios with the Intergenerational Wealth Transfer Download PDF
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