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.
LOCAL EQUITY FUNDS >
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.
The average growth of a fund is calculated based on fund returns since inception of the fund or 10 years, which ever is the lesser period.
AVERAGE GROWTH
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:
Aggressive
An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.
Investment Horizon:
10+ years
To outperform the MSCI World Index measured in ZAR over the long term with lower than average risk of capital loss.
Invest in this fund today, choose an option below which best suits you
This portfolio invests in participatory interests of underlying portfolios that provide exposure to investments across a broad range of asset classes, currencies and market sectors, operated in territories with a regulatory environment which is to the satisfaction of the Manager and Trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa.
Global - Equity - General
MSCI World Index (ZAR)
7 Dec 2015
No
Portfolio Manager
Portfolio Manager
Head of Quality & Portfolio Manager
Head of Quality & Portfolio Manager
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:
Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com
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 the local equity market 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:
Choose between a Tax-Free savings or Standard Unit Trust investment option
Step 2:
You will be directed to the Smart Invest website. If you are a new investor, you will be required to click the Register tab, complete your registration, and answer a few questions to complete the investment process. If you are an existing investor login to your profile and answer a few questions to complete the investment process.
Step 3:
Once you have completed the investment process you will receive an email confirmation. You may also monitor your investment and ensure we have your latest updated information by clicking here.
Tax Free Investment
In a tax-free investment like a unit trust, you may save up R36 000 per year through a once off lump sum payment. Alternatively, you may invest from R500 per month. All interest, capital gains, and dividends you receive will be fully tax-free. You cannot invest more than R36 000 every tax year and R500 000 in total across all of your tax-free items throughout the course of your lifetime. If you do, you will be subject to a 40% tax penalty on any sum that exceeds this cap.
Standard Unit Trust Investment
A unit trust, also known as a fund, combines the funds of several investors, to purchase assets including stocks, bonds, and real estate. A unit trust gives the investor exposure to a variety of assets, all of which are chosen and managed by investment professional, so you don't have to make individual investment decisions.
Step 1:
Download and complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.
Step 2:
Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com
Step 3:
Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount. Please send proof of payment to utinstructions@sanlaminvestmentssupport.com. You will receive electronic confirmation once your investment is finalised.
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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