Take the risks out of your investment advice

We’re no strangers to investments. This is why we’ve been able to perfect a process which is squarely built around our Partners – and their clients’ needs. Your investment toolkit covers a wide range of risk profiles and investment styles.

Five risk-rated portfolios
For more details on our range of portfolios across the low to higher risk-rated spectrum see the KIIDs our Library page

Investment styles
Each Sandringham portfolio can be managed using a number of investment styles to meet risk and return objectives.

  • Active – fund managers look for investment opportunities to maximise returns and minimise risk over the long term.
  • Passive – looks to maximise returns over the long term but keeps buying and selling to a minimum.
  • Blended – a strategy featuring aspects of both Active and Passive.
  • Smoothed – designed to deliver long-term returns in a predictable way.
  • Discretionary – nominated fund management teams will make the decisions based on known portfolio requirements.
  • Income investing – provides a steady income, typically from a balanced portfolio of income producing assets.

To learn more about Sandringham’s Investment Proposition

De-risk your investment business
Join Sandringham and you’ll be working in an environment committed to helping you minimise the business risk from your investment advice.

  • Risk assessment – you’ll have access to our sophisticated risk assessment tool to help you assess your clients’ ability to take risk and their capacity for loss.
  • Monitoring and rebalancing portfolios – an essential part of the risk management process. There’s the confidence that comes with knowing our risk-rated portfolios are rebalanced automatically.
  • Regular reviews – an annual comprehensive review of investments to check if the portfolios are performing as expected. This is also an opportunity to re-assess a client’s attitude to risk.
  • Our investment team – we work with a leading and independent research company to choose the best investment managers and their funds to create our panel of portfolios across the low to higher risk spectrum.

To learn more about De-risking your investment advice

Find out more by attending one of our Experience Days

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