GLOBAL FUNDS >
MERCHANT WEST GLOBAL EQUITY FUND
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.
5.3%
The average growth of a fund is calculated based on fund returns since inception of the fund or 10 years, whichever is the lesser period.
ANNUALISED PERFORMANCE
1.25%
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:
Moderate to Aggressive
An investment time horizon refers to the minimum amount of time needed to hold onto an investment to see possible growth.
Investment Horizon:
7+ years
To outperform the MSCI World Index measured in USD over the long term with lower than average risk of capital loss.
VIEW FACT SHEET
VIEW QUARTERLY REPORT
Supplement to the Prospectus
INVEST NOW
Invest in this fund today, choose an option below which best suits you
FUND STRATEGY
We aim to capture the full benefits of compounding and as a result portfolio turnover is likely to be low which we believe controls volatility, reduces the investment error rate, and reduces trading costs, which aids long term returns.
DOMICILE
Ireland
BENCHMARK
MSCI World Index (USD)
INCEPTION DATE
2 Jun 2015
REGULATION 28
No
PORTFOLIO MANAGERS
RAYMOND SHAPIRO
Head of Quality & Portfolio Manager
RAYMOND SHAPIRO
Head of Quality & Portfolio Manager
Raymond started his career at The Standard Bank Group, completing his articles under their TOPP programme, and specialising in financial management. In 2007 he joined Melville Douglas Investment Management as an equity analyst, later also becoming a portfolio manager in both domestic and global portfolio management. Raymond joined Counterpoint Asset Management in 2014, where he is the Head of Quality and portfolio manager of both domestic and global equities.
ANDREW DOWSE
Portfolio Manager
ANDREW DOWSE
Portfolio Manager
Andrew has investment experience in various aspects of the industry including multi-manager and fund administration specialities. Before joining Bridge Fund Managers (formerly Grindrod Asset Management) in early 2013, Andrew worked at a boutique asset manager and family wealth office as a portfolio manager and trader. Andrew joined Counterpoint Asset Management team in 2020, as a result of the merger with Bridge Fund Managers.
INVEST NOW
Invest in this fund today, choose an option below which best suits you
FAQ’s
What is tax-free investing?
Tax-free investing does not require payment of tax on interest and dividends earned, nor on capital gains. In a tax free investment, you may invest up to R36 000 per tax year and up to R500 000 over your lifetime.
Can I withdraw a portion of my investment when investing in a tax-free investment?
Yes you may withdraw from a tax-free investment. After withdrawing a portion, you cannot reinvest more to your investment if you’ve already contributed to the maximum limit for that tax year.
What is the minimum lump sum I can invest?
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00.
What is the minimum monthly investment amount for each fund?
The exact minimum investment amount is listed on the fund fact sheet however, the general minimum monthly investment amount of R500.00
Is there a minimum deposit amount?
Yes, the exact minimum investment amount is listed on the fund fact sheet however, the general minimum lump sum deposit is R10 000.00 and a monthly investment minimum amount of R500.00
Can I change my monthly recurring debit order, make additional investments or withdraw money?
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.
How much notice is required to withdraw my money?
No notice is required to withdraw money from a unit trust investment. It takes 2 – 3 business days for a withdrawal instruction to be processed from the time the instruction is successfully submitted.
What are the fees charged?
We don’t charge performance fees and the cost of our portfolios averages as the lowest in the market within active fund management. To view all the fees charged, read through the Fund Fact Sheet available on this site alongside the Fund.
What are your minimum FICA requirements?
For an individual investor:
Certified South African ID (green or bar-coded identity document) or a valid passport (for foreign residents).
Proof of residential address such as a recent copy of a utility bill.
Contact Details
SA Income Tax Registration Number, where applicable
How do I check fund performance?
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.
CONTACT US
NEED FURTHER ASSISTANCE?
FOR ANY ASSISTANCE OR QUESTIONS PLEASE CONTACT:
Brown Brothers Harriman
+353 1 241 7130
Sanlam.TA@bbh.com
Sanlam Private Wealth Offshore
(Investors based in South Africa)
+27 21 950 2770
offshore@privatewealth.sanlam.co.za
Merchant West Investments
+27 (0)21 492 0200
invest@merchantwest.co.za
BOOK A FREE, NO-OBLIGATION CONSULTATION
Contact us today to set your financial plan in motion. We’ll advise you on the right investment plan and tax benefits to suit your needs.
book a consultation
RELATED FUNDS
Local Equity Funds >
MERCHANT WEST SCI DIVIDEND EQUITY FUND
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
Local Equity Funds >
MERCHANT WEST SCI VALUE FUND
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
Property Funds >
MERCHANT WEST SCI GLOBAL PROPERTY INCOME FUND
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
View details & invest
[super_web_share color=”#D98228″ size=”small” text=”SHARE THIS”]
NEWSLETTER
Subscribe to our newsletter. Be the first to gain access to savvy investment advice, insights, webinars, and events. Keep track of fund performance by selecting to receive detailed monthly or quarterly reports.
Your data is safe with us, and you can choose to unsubscribe at any time.
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
