We aim to deliver high income and superior risk-adjusted returns while comfortably accommodating liquidity shocks, minimising default risks and diversifying exposure to a wide range of macro-economic outcomes.
A style-agnostic fund with a focus on growth assets and stock selection. We aim to achieve the returns you deserve and minimize surprises with our relative risk management approach. Invest in a smart and more secure way through all market cycles.
We believe that the action of compounding over long periods is the most powerful force in investing. Quality businesses possess the ability to sustainably generate high returns on investment.
GLOBAL FUNDS >
This Fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses.
The annualised performance of the fund is calculated over a 10 year period.
annualised performance
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 generate real returns in excess of the benchmark over time, with lower than average risk of permanent capital loss.
Click the below links for more information:
PRICE Class A
PRICE Class D | Top-Up Form | Audited Annual Financial Statements
Invest in this fund today, choose an option below which best suits you
The Fund’s aim is to generate returns greater than US inflation and commensurate with global equities over the long term. The Fund invests mainly in global companies at a discount to intrinsic value, while using the flexibility of the mandate to protect capital and enhance returns by investing in other mispriced global assets.
Guernsey
MSCI All Countries World Index (USD)
03 Sept 2024
No
Invest in this fund today, choose an option below which best suits you
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum monthly investment 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.
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.
FOR ANY ASSISTANCE OR QUESTIONS PLEASE CONTACT:
JTC Fund Solutions (Guernsey) Limited
+44 (0)1481 702400
Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za
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
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 local equity markets over time by selecting shares based on a value philosophy.
For the aggressive investor
Investment horizon:
10+ years
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
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
Disclaimer & Disclosure | Privacy Policy | PAIA & POPIA Manual | Registration number 2006/018046/07 | Vat Number 4670234683 © 2023 MWI | All Rights Reserved
Step 1:
Complete a Subscription Agreement and check that the details on the form are correct before printing and signing the form
Step 2:
Email the subscription agreement and supporting documents to JTC Group (the administrator) at pcc@aospartner.com
Step 3:
Post the original form and supporting documents to:
Guernsey International Management Company Limited, Ground Floor, Dorey Court, Admiral Park, St Peter Port, Guernsey GY1 2HT
Once you have received confirmation that your documentation is in order, pay the relevant investment amount and email proof of payment to the email address above.
For any assistance or questions please contact:
Guernsey International Management Company Limited
+44 1481 702 400
investorservices@jtcgroup.com
Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za
Choose the relevant option that applies to you for further information on our funds and how to invest
Whether you’re unsure which fund is best for you or need clarification or advice, we’re ready to answer any questions.
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