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Sanlam UK – Accel SRI Model: Blue

Sanlam UK – Accel SRI Model: Blue

Type: Model portfolio available through the Sanlam portal

Aim: Growth by investing in a portfolio of ethical/socially responsible investment funds managed to the Accel risk profiler’s blue benchmark

Minimum investment: Lump sum £1,000 for general investment account, Isa and onshore bond, £5,000 for personal pension

Investment split: 32.5% UK equities, 26% developed market equities, 16% UK Government bond, 16% UK corporate bond, 6.5% emerging market equities, 3% cash

Charges: Annual 1.24% plus 0.4% Sanlam portal product fee

Commission: Renewal 0.5%



What advisers are saying- professional connections

Against a backdrop of change and uncertainty, there has arguably never been a better time to work with professionals. Solicitors and accountants are more open to working with financial advisers and there are a couple of big drivers: 1: Regulatory framework The regulatory framework has changed enormously with the Legal Services Act and the Jackson […]


Double-digit gap in top-five annuities

Research from Better Retirement Group reveals double-digit price differentials between the first and fifth best annuity provider following news of a single-tie deal between Openwork and Partnership which commits the provider to top-five rates. Last month, Partnership confirmed a single-tie deal with Openwork to provide both standard and enhanced annuities to the network offering top-five […]

Japan: the Land of the Rising Dividends

By George Boyd-Bowman, Fund Manager at Neptune Many Western investors have long bemoaned the lack of a true dividend culture in Japan, claiming the corporate culture is not tilted in favour of shareholders. Yet today, in the Land of the Rising Sun, we see a fresh impetus to focus on shareholder returns, which is leading […]


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