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Sanlam UK – Accel SRI Model: Yellow

Sanlam UK – Accel SRI Model: Yellow

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 yellow benchmark

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

Investment split: 25% UK Government bond, 25% UK corporate bond, 20% cash, 15% UK equities, 12% developed market equities, 3% emerging market equities

Charges: Annual 1.05% plus 0.4% Sanlam portal product fee

Commission: Renewal 0.5%

Contact: https://www.sanlam-ip.co.uk

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