Stay safe online. Now more than ever it’s important to be cybersafe. See our tips to help you stay safe online. Learn more
Let's talk

Column 1

A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.

Column 2

A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.

Column 3

A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.

How Unit Trust Works

A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.
A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.
A unit trust is divided into equal portions called units. Each unit has a price, which is based on the underlying value of the assets that make up the investment portfolio. When you invest in a unit trust, you receive units according to the amount of money you invest and the price of the units on the day you buy them. For example if the price per unit is R10.00 and you invest R1000, you will receive 100 units. Units are priced daily because the value of the underlying assets in the investment portfolio changes every day in line with market movements.

Currencies

Stock Market

Commodities

Contact Us

Please complete the following information.

© 2024 Sanlam. All rights reserved.

Disclaimer

© Sanlam. All rights reserved.

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd (“Amplify”), Sanlam Africa Real Estate Advisor Pty Ltd (“SAREA”), Simeka Wealth (Pty) Ltd and Absa Alternative Asset Management (Pty) Ltd (“AAM”); and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty)Ltd, a registered and approved Managers in Collective Investment Schemes in Securities and Hedge Funds. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge.

Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Past performance is not indicative of future performance. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.

The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lumpsum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result in a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”).

The fund may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.

The portfolio management of all the portfolios is outsourced to financial services providers authorised in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. Sanlam Collective Investments (RF) (Pty) Ltd retains full legal responsibility for the co-named portfolio.