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+27 21 492 0200 | invest@merchantwest.co.za
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GLOBAL FUNDS >

MERCHANT WEST GLOBAL EQUITY FUND

This Fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss. 

5.1%

The average growth of a fund is calculated based on fund returns since inception of the fund or 10 years, whichever is the lesser period.

 

ANNUALISED PERFORMANCE

1.25%

The management fee you pay is based on the fund selected and calculated on your total contributions, and then applied to the overall value of your portfolio. The annual management fee differs for each fund. Please view the fund’s factsheet for the fee percentage.

MANAGEMENT FEE

An aggressive investor is willing to risk losing money to potentially achieve better results. They tend to be market-savvy with an understanding of the volatility of securities and follow strategies for achieving higher than average returns.

Risk profile:

Moderate to Aggressive

An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.

Investment Horizon:

7+ years

To outperform the MSCI World Index measured in USD over the long term with lower than average risk of capital loss.

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FUND STRATEGY

We aim to capture the full benefits of compounding and as a result portfolio turnover is likely to be low which we believe controls volatility, reduces the investment error rate, and reduces trading costs, which aids long term returns.

DOMICILE

Ireland

BENCHMARK

MSCI World Index (USD)

INCEPTION DATE

2 Jun 2015

REGULATION 28

No

PORTFOLIO MANAGERS
RAYMOND SHAPIRO

RAYMOND SHAPIRO

Head of Quality & Portfolio Manager

ANDREW DOWSE

ANDREW DOWSE

Portfolio Manager

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FAQ's

Tax-free investing does not require payment of tax on interest and dividends earned, nor on capital gains. In a tax free investment, you may invest up to R36 000 per tax year and up to R500 000 over your lifetime.
Yes you may withdraw from a tax-free investment. After withdrawing a portion, you cannot reinvest more to your investment if you’ve already contributed to the maximum limit for that tax year.
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00.

The exact minimum investment amount is listed on the fund fact sheet however, the general minimum monthly investment amount of R500.00

Yes, the exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00 and a monthly investment minimum amount of R500.00

Yes, you are able to change your monthly recurring debit order – provided it’s not less than the minimum of the fund you are invested in. You’re also able to make additional investments and withdraw money at any time. You can do this online via Secure Services, rather than through Smart Invest itself.
Note: If a debit order collection date falls on a non-business day, we will collect it on the first available business day thereafter.

Once you commit to investing, you have the option of paying a lump sum amount once off or a lump sum payment as often as you would like. The minimum lump sum deposit is R10 000.00. You may invest monthly at a minimum of R500.00.

No notice is required to withdraw money from a unit trust investment. It takes 2 – 3 business days for a withdrawal instruction to be processed from the time the instruction is successfully submitted.
We don’t charge performance fees and the cost of our portfolios averages as the lowest in the market within active fund management. To view all the fees charged, read through the Fund Fact Sheet available on this site alongside the Fund.
For an individual investor: Certified South African ID (green or bar-coded identity document) or a valid passport (for foreign residents). Proof of residential address such as a recent copy of a utility bill. Contact Details SA Income Tax Registration Number, where applicable

Go to www.cp.sanlam.co.za/
Select Register and insert your ID Number and Surname or Sanlam product number/ membership number and click Search.
Confirm your cell number and your e-mail address – click Next.
Choose a username. A temporary password will be sent to your cell phone number. Enter the temporary password that was sent to you and change your password as the temporary password may only be used once.
Once you have registered, you will see a summary of all your Sanlam products.
Click on a product to view more details on that product.

CONTACT US

NEED FURTHER ASSISTANCE?

FOR ANY ASSISTANCE OR QUESTIONS PLEASE CONTACT:

Brown Brothers Harriman
+353 1 241 7130
Sanlam.TA@bbh.com

Sanlam Private Wealth Offshore
(Investors based in South Africa)
+27 21 950 2770
offshore@privatewealth.sanlam.co.za

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

BOOK A FREE, NO-OBLIGATION CONSULTATION

Contact us today to set your financial plan in motion. We'll advise you on the right investment plan and tax benefits to suit your needs.

RELATED FUNDS

Local Equity Funds >

MERCHANT WEST SCI DIVIDEND EQUITY FUND

This Fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 45% offshore.

For the aggressive investor

Investment horizon:
10+ years

Local Equity Funds >

MERCHANT WEST SCI VALUE FUND

This Fund is suitable for investors seeking long-term capital growth with high tolerance towards market volatility. The Fund invests exclusively in SA equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy. 

For the aggressive investor

Investment horizon:
10+ years

Property Funds >

MERCHANT WEST SCI GLOBAL PROPERTY INCOME FUND

This Fund is suitable for investors seeking a specialist global property portfolio with the objective of providing investors with high-income and long-term capital appreciation.

 

 

For the aggressive investor

Investment horizon:
10+ years

NEWSLETTER

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Merchant West Investments
6th Floor, The Terraces, 25 Protea Road
Claremont, Cape Town, 7708
+27 21 492 0200 |  invest@merchantwest.co.za

Merchant West Investments  FSP 44508

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ASSISTED APPLICATION

Step 1:
Complete an application form along with all the required supporting documents.

Step 2:
Complete the dealing form in order to specify what fund you wish to transact in.

Step 3:
Fax the completed application form and supporting documents to the fund administrator, Brown Brothers Harriman (BBH) in Dublin: +353 1 241 7131

Step 4:
Once you have received confirmation that your documentation is in order, pay the relevant investment amount and fax proof of payment to the number above.
 

For any assistance or questions please contact:

Brown Brothers Harriman
+353 1 241 7130
Sanlam.TA@bbh.com

Sanlam Private Wealth Offshore
(Investors based in South Africa)
+27 21 950 2770
offshore@privatewealth.sanlam.co.za

Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za

BOOK A FREE, NO-OBLIGATION CONSULTATION

Contact us today to set your financial plan in motion. We’ll advise you on the appropriate next steps for the most suitable investment plan.

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