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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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Personal

Achieve your financial goals with our wide range of solutions.

Investing and saving a portion of your money is essential to achieving your long-term personal finance goals. We all have different starting points, personalities, circumstances and goals. To accommodate this diversity and help all our clients create and grow their investment portfolios, Sanlam Investments offer a comprehensive range of personal finance solutions with different levels of risk, potential returns and asset class exposure. Whatever your ideal retirement looks like or whether you want to save for a holiday, education, or a rainy day, we have a solution that can help you achieve your financial goals.

 

 

Tax-free Unit Trustshttp://www.sanlaminvestments.com/personal/investments/Pages/Tax-Free-Unit-Trusts.aspxTax-free Unit TrustsAs of 1 March 2015, the National Treasury has made tax-free investments available to South Africans. Sanlam provides investment plans to local investors seeking to access markets at home & abroad.With tax-free investments, we now take care of your savings while providing access to expert fund management, solid investment expertise and insights into global and local financial market conditions.http://www.sanlaminvestments.com/SIBannerImages/Tax_colourful_banner.jpg?RenditionID=5, /SIBannerImages/Tax_colourful_banner.jpg?RenditionID=5
Local Unit Trustshttp://www.sanlaminvestments.com/personal/investments/localLocal Unit TrustsInvest in companies on the JSE with a Sanlam local unit trust. Our dedicated investment managers control risk to create consistent, sustainable performance on your portfolio.Our unit trusts provide easy, affordable access to the markets. Depending on your investment goals, you can choose the fund that is most suitable for you.http://www.sanlaminvestments.com/SIBannerImages/Local (Investments)_1920x226.jpg?RenditionID=5, /SIBannerImages/Local%20(Investments)_1920x226.jpg?RenditionID=9
Retirementhttp://www.sanlaminvestments.com/personal/saveforretirementRetirementNo matter for how long you've worked or how much you earn, the money choices you make today can help build a brighter future. Our solutions offer a tax-efficient way to save for retirement.http://www.sanlaminvestments.com/SIBannerImages/RA_banner2.jpg?RenditionID=5, /SIBannerImages/RA_banner2.jpg?RenditionID=5
International Unit Trustshttp://www.sanlaminvestments.com/personal/investments/internationalInternational Unit TrustsAs an established international investment company, we help you diversify across global markets with an international investment portfolio. Sanlam’s solutions match all investor needs.Get access to a wide range of investment opportunities in different markets and geographies. Spreading your exposure also means you reduce your risk.http://www.sanlaminvestments.com/SIBannerImages/International (Investments)_1920x226.jpg?RenditionID=5, International preview
Hedge Fundshttp://www.sanlaminvestments.com/personal/investments/Pages/hedge-funds.aspxHedge FundsHedge funds offer valuable diversification opportunities. We offer both Retail Investor Hedge Funds (RIHFs) and Qualified Investor Hedge Funds (QIHFs).http://www.sanlaminvestments.com/SIBannerImages/HedgeFunds_banner2.jpg?RenditionID=5, /SIBannerImages/HedgeFunds_banner2.jpg?RenditionID=5

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