The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

SFS is a trading name of Principal Investment Management Limited. It is dedicated to providing discretionary managed risk-graded, fund-based investment solutions to clients, exclusively via their independent financial advisers (IFAs). These investment solutions, offered through the Sanlam UK group of companies, are either platform-based model portfolios, or unitised funds of funds held within Sanlam UK group company product wrappers.

SFS risk-graded model portfolios are selected by a client's IFA to align to the client's attitude to investment risk. The portfolios that clients invest in benefit from the attention of a professional investment manager, who actively monitors the investments to maximise performance within the agreed risk profile.

Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.