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Qualifying Criteria

  • Older than 18 years
  • A minimum investment amount of R200 is required
  • Bank account that allows a monthly debit order

This unique investment plan can satisfy retirement, future education, wealth creation and any special goal needs.

Call 0860 10 57 66 to invest today!

Benefits

Fund of Funds (FoFs) offer greater diversification holding an investment portfolio of the best performing funds within the same investment company, in this case Sanlam Investment Management, reducing volatility while managing average returns.

  • Unit trusts differ from fixed deposit and endowment products; for instance, because the funds are easily accessible (give five-days notice).
  • Our product is simple and convenient because you can complete your application by the end of the phone call with no written application forms.
  • With a minimum premium of as little as R200, this product is extremely affordable.
  • Your investment goal is flexible. Unlike education policies and retirement funds, your funds can be used for any goal that you set.
  • Unlike other investment products, such as endowment policies, there are no penalties for early withdrawal.
  • There are three premium options, monthly; once-off lump sum; or a combination of both.
  • Professional fund managers, who have the expertise and experience in investments, manage the unit trusts. Invest in a wider range of assets to spread risk.

Call to invest in your future today!

Funds

Investment Portfolios

There are three investment portfolios available:

  • Sanlam Managed Conservative FOF
  • Sanlam Managed Moderate FOF
  • Sanlam Managed Aggressive FOF

Click here to view a comparison of each portfolio.

Download the latest fund fact sheets to read more about the unit trust portfolios available.

Note: You must install Adobe® Acrobat Reader on your computer to view PDF documents. Download the free program from Adobe via http://www.adobe.com/products/acrobat/readstep.html.

SIM Managed Conservative Fund of Funds (PDF 64 KB )
View fund fact sheet		 SIM Managed Cautious FoF B4 class (PDF 64 KB)
View fund fact sheet
SIM Managed Moderate Fund of Funds (PDF 64 KB)
View fund fact sheet		 SIM Active Income Fund of Funds (PDF 63 KB)
View fund fact sheet
SIM Managed Aggressive Fund of Funds (PDF 64 KB)
View fund fact sheet		 SIM Money Market Fund of Funds (PDF 130 KB)
View fund fact sheet

 

 

 

 

 

 

Call to invest in your future today!

What it Costs

There are three premium options, monthly; once-off lump sum; or a combination of both. You can invest from as little as R200 per month or a R5000 lump sum to start or if you are a big dreamer, invest as much as you can afford.

Call to invest in your future today!