Personal Portfolios (SP2)

About SP² Namibia

Sanlam Personal Portfolios (SP²) is an important role player in the Namibian market and the SP² Namibia range of products has assisted individuals in achieving their investment goals for over 10 years. SP² offers investments in linked products, giving investors exposure to both the Namibian and South African markets, as well as other investment products such as wrap funds.

Together with your financial intermediary, you can customise your portfolio according to your risk profile and individual financial needs.

With our range of products, investors can save for retirement or invest for capital growth and/or income.

The SP² products are:

• Investment plan
• Preservation funds
• Retirement annuity

• Life annuity

Costs and charges: 

• Minimum investments

• Fees & charges - Life Annuity
• Fees & charges - RA, Preservation Fund, Investment Plan

• Aggressive fees & charges - Life Annuity
• Aggressive fees & charges - RA, Preservation Fund, Investment Plan

Global wrap funds

• Conservative Global Growth Portfolio
• Moderate Global Growth Portfolio
• Aggressive Global Growth Portfolio

The SP² wrap funds are: 

• Discretionary: Equity wrap fund
• Discretionary: Moderate wrap fund
• Discretionary: Cautious wrap fund
• Discretionary: Conservative wrap fund
• Discretionary: Income Provider wrap fund

• Pre-retirement: Moderately Aggressive wrap fund
• Pre-retirement: Moderate wrap fund
• Pre-Retirement: Cautious wrap fund
• Pre-retirement: Conservative wrap fund

• Post-retirement: Stable Income wrap fund
• Post-retirement: Capital Growth Portfolio wrap fund
• Post-retirement: Income Provider wrap fund

Please note:

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