Sanlam multi manager launches simplified retail range

In a bid to enable financial advisors to offer investors the correct solution every time, Sanlam Multi Manager International (SMMI) has announced the restructuring of its retail product offering. The new look product range, called the SMMI Solution Based Range, was launched last week and comprises four individual products each matched to a specific investor risk profile.

Paul Harrison, head of sales at SMMI says, “We have stripped all the complexity away with the new range. It significantly simplifies the process of identifying the best product to recommend to investors. Advisors and clients can now very easily make the right investment decision.”

He said that the new range offered a range of benefits. “The portfolios have been structured to deliver strong investment performance through the incorporation of active risk management and tactical asset allocation. And because they are matched to the needs of different investor risk profiles, financial advisors will be able to use their time with their clients more efficiently.”

Harrison adds that the fee structure under the Solutions Based Range is highly competitive and the range is accessible across all platforms.

The range is divided into aggressive, moderately aggressive, moderate, cautious and conservative portfolios:

· The aggressive portfolio will attempt to grow an investment at an above-averageratecompared tothe industry or theoverall market, buttakes on additional risk by ensuring a large portion of the portfolio is invested in equities, usually 70%. The portfolio will be best suited to investors with a high risk tolerance.

· The moderately aggressive portfolio is targeted at individuals with a longer time horizon and an average risk tolerance. Investors who find these types of portfolios attractive are seeking to balance the amount of risk and return contained within the fund.

· The moderate investment strategy will be most appropriate for investors who prefer a very balanced portfolio.

· The cautious and conservative portfolio will be more appropriate for clients with a low risk tolerance, who prefer capital preservation over rapid growth.