Model Portfolios

A Model Portfolio is a portfolio that consists of a number of underlying investments wrapped into a single portfolio.

Anyone who is registered with the Financial Services Board (FSB) as a Category II FSP can establish and manage a Model Portfolio. If you are a Category I FSP you can partner with a Category II FSP who has been approved by STANLIB Wealth Management Limited, to create and manage a Model Portfolio for you.

Model Portfolios are available in our Classic Investment Plan, Classic Retirement Annuity Fund, Classic Preservation Plans and Classic Linked Life Annuity.

Click here for more information on Model Portfolios and how you can include it in your clients’ investments.

Click below to view the Model Portfolios podcast.