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Local Unit Trusts Local Unit Trusts

The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions .

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Local Unit Trusts

Take control of your financial future by investing in our range of unit trust investments.

Whatever your investment goal, we can help you create and grow your investment portfolio through our range of unit trusts. By investing in a Sanlam unit trust, you gain access to the expertise of South Africa’s top investment managers.

You don’t have to invest a lot of money or spend time to understand and navigate the share markets yourself. Our dedicated investment team has the proven skills to manage risks and to create consistent, sustainable performance.

How it Works

How Unit Trusts
Work.

Invest Online

Invest

Invest in a
Unit Trust.

How Unit Trust Investments Work

  • 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.

Investing made smart, quick and convenient.

By telling us a little about your life and your personal finance goals, our online investment tool will quickly determine which products best meet your needs. This means that you can invest from anywhere, at any time. And because there are no hidden commissions or account fees and you get access to index-tracking investments, you’ll end up saving more and making more.

Our online investment process is simple, here’s how it works:

Set your personal goals.

Set your risk profile.

Set up your contribution.

Start investing.

Our Fund Offerings

View our Minimum Disclosure Documents
To view our daily prices, visit our Daily Prices page.

Forms

View, print and complete the form of your choice.

Email or fax the completed form to UTinstructions@sanlaminvestmentssupport.com or 0860 724 467

Application Form – Individual Investors (new investors only) ENG  |  AFR
Application Form – Non-Individual Investors (new investors only) ENG  |  AFR
Application Form – Tax-Free Unit Trusts (new investors only) ENG  |  AFR
Additional Investment Form (existing investors) ENG  |  AFR
Cession Form ENG  |  AFR
Dividends Tax Form - DTD(EX) - Exemption from tax ENG  |  AFR
Dividends Tax Form - DTD (RR) - Reduced rate of tax ENG  |  AFR
Investor Details Update Form ENG  |  AFR
Disinvestment Form ENG
Switching Form ENG  |  AFR
Transfer Form ENG  |  AFR
Withholding Tax on Interest Declaration Form (WTI) ENG  |  AFR
Tax information addendum ENG  |  AFR

 

View the Secure Services User Guide and New Daily Activity documents

Client Contact Centre

Sanlam Collective Investments (RF) (Pty) Ltd (SCI) is the management company that administers all the unit trusts within the Sanlam Group. SCI makes sure the money you invest is properly allocated and that you receive statements and correspondence.

Client Contact Centre address

Sanlam Head Office
2 Strand Road
Sanlamhof
Bellville, South Africa

Postal address

Sanlam Collective Investments
PO Box 30
Sanlamhof
7532

For more information email service@sanlaminvestments.com or contact us on 0860 100 266

No matter what your investment or aspiration, there's a unit trust to meet your requirements.

Call us or email us for details.

Sanlam Life Insurance is a licensed financial service provider.
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